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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 | $111,897 | $198,457-43.6% | $170,435-34.3% | $147,586-24.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.10% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,247 | $6,183-47.5% | $5,432-40.2% | $4,876-33.4% |
| Participant deferral / active EE | $4,854 | $5,629-13.8% | $4,939-1.7% | $5,439-10.7% |
| Admin fee / account holder | $36,100 | $16,852+114.2% | $13,881+160.1% | $10,886+231.6% |