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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 | $138,162 | $198,457-30.4% | $170,435-18.9% | $147,586-6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.69% | 257.30%-243.6pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,372 | $6,183-61.6% | $5,432-56.3% | $4,876-51.4% |
| Participant deferral / active EE | $3,448 | $5,629-38.7% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $7,667 | $16,852-54.5% | $13,881-44.8% | $10,886-29.6% |