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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 | $99,154 | $175,231-43.4% | $149,696-33.8% | $139,466-28.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.85% | 166.77%-155.9pp | 134.46%-123.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $8,249 | $5,478+50.6% | $4,821+71.1% | $4,754+73.5% |
| Participant deferral / active EE | $3,628 | $6,521-44.4% | $5,682-36.2% | $6,712-45.9% |
| Admin fee / account holder | $33,499 | $16,155+107.4% | $13,212+153.5% | $11,409+193.6% |