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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 | $123,171 | $175,259-29.7% | $149,723-17.7% | $139,487-11.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.79% | 166.82%-153.0pp | 134.50%-120.7pp | 373.84%-360.1pp |
| Employer contribution / active EE | $7,632 | $5,478+39.3% | $4,821+58.3% | $4,755+60.5% |
| Participant deferral / active EE | $10,122 | $6,522+55.2% | $5,682+78.1% | $6,713+50.8% |
| Admin fee / account holder | $103,223 | $16,158+538.8% | $13,215+681.1% | $11,407+804.9% |