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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,262 | $175,259-37.7% | $149,723-27.0% | $139,487-21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $7,226 | $5,478+31.9% | $4,821+49.9% | $4,755+52.0% |
| Participant deferral / active EE | $4,567 | $6,522-30.0% | $5,682-19.6% | $6,713-32.0% |
| Admin fee / account holder | $7,658 | $16,158-52.6% | $13,215-42.0% | $11,407-32.9% |