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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 | $71,167 | $198,457-64.1% | $170,435-58.2% | $147,586-51.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.56% | 257.30%-247.7pp | 205.94%-196.4pp | 578.59%-569.0pp |
| Employer contribution / active EE | $3,368 | $6,183-45.5% | $5,432-38.0% | $4,876-30.9% |
| Participant deferral / active EE | $5,210 | $5,629-7.4% | $4,939+5.5% | $5,439-4.2% |
| Admin fee / account holder | $71,672 | $16,852+325.3% | $13,881+416.3% | $10,886+558.4% |