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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 | $134,678 | $217,432-38.1% | $185,849-27.5% | $167,536-19.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.70% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $8,141 | $5,875+38.6% | $5,169+57.5% | $4,839+68.2% |
| Participant deferral / active EE | $5,418 | $6,357-14.8% | $5,569-2.7% | $6,342-14.6% |
| Admin fee / account holder | $46,472 | $19,818+134.5% | $16,244+186.1% | $12,315+277.4% |