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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 | $122,733 | $202,460-39.4% | $169,385-27.5% | $139,456-12.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 532.07%-514.0pp | 405.82%-387.7pp | 373.45%-355.4pp |
| Employer contribution / active EE | $4,175 | $4,691-11.0% | $4,012+4.1% | $4,753-12.2% |
| Participant deferral / active EE | $18,496 | $6,938+166.6% | $6,221+197.3% | $6,711+175.6% |
| Admin fee / account holder | $33,675 | $10,719+214.2% | $9,011+273.7% | $11,407+195.2% |