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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 | $81,017 | $198,457-59.2% | $170,435-52.5% | $147,586-45.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.96% | 257.30%-237.3pp | 205.94%-186.0pp | 578.59%-558.6pp |
| Employer contribution / active EE | $4,173 | $6,183-32.5% | $5,432-23.2% | $4,876-14.4% |
| Participant deferral / active EE | $6,801 | $5,629+20.8% | $4,939+37.7% | $5,439+25.1% |
| Admin fee / account holder | $157,499 | $16,852+834.6% | $13,881+1034.7% | $10,886+1346.8% |