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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 | $71,133 | $217,432-67.3% | $185,851-61.7% | $167,553-57.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.01% | 148.43%-138.4pp | 122.11%-112.1pp | 478.89%-468.9pp |
| Employer contribution / active EE | $3,936 | $5,874-33.0% | $5,168-23.9% | $4,840-18.7% |
| Participant deferral / active EE | $9,699 | $6,357+52.6% | $5,569+74.2% | $6,343+52.9% |
| Admin fee / account holder | $34,210 | $19,820+72.6% | $16,245+110.6% | $12,316+177.8% |