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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 | $162,833 | $198,457-18.0% | $170,435-4.5% | $147,586+10.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.65% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,393 | $6,183-61.3% | $5,432-55.9% | $4,876-50.9% |
| Participant deferral / active EE | $6,612 | $5,629+17.5% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $38,105 | $16,852+126.1% | $13,881+174.5% | $10,886+250.0% |