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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 | $100,705 | $202,440-50.3% | $169,390-40.5% | $139,466-27.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 29.33% | 532.36%-503.0pp | 406.07%-376.7pp | 373.66%-344.3pp |
| Employer contribution / active EE | $2,474 | $4,693-47.3% | $4,013-38.3% | $4,754-48.0% |
| Participant deferral / active EE | $2,816 | $6,940-59.4% | $6,222-54.7% | $6,712-58.0% |
| Admin fee / account holder | $13,815 | $10,722+28.8% | $9,015+53.2% | $11,409+21.1% |