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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 | $132,955 | $202,440-34.3% | $169,390-21.5% | $139,466-4.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 41.53% | 532.36%-490.8pp | 406.07%-364.5pp | 373.66%-332.1pp |
| Employer contribution / active EE | $973 | $4,693-79.3% | $4,013-75.7% | $4,754-79.5% |
| Participant deferral / active EE | $6,155 | $6,940-11.3% | $6,222-1.1% | $6,712-8.3% |
| Admin fee / account holder | $57,587 | $10,722+437.1% | $9,015+538.8% | $11,409+404.8% |