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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 | $111,421 | $175,259-36.4% | $149,723-25.6% | $139,487-20.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.66% | 166.82%-149.2pp | 134.50%-116.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $2,654 | $5,478-51.6% | $4,821-45.0% | $4,755-44.2% |
| Participant deferral / active EE | $8,244 | $6,522+26.4% | $5,682+45.1% | $6,713+22.8% |
| Admin fee / account holder | $55,065 | $16,158+240.8% | $13,215+316.7% | $11,407+382.7% |