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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 | $99,865 | $198,462-49.7% | $170,439-41.4% | $147,585-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.18% | 257.30%-245.1pp | 205.94%-193.8pp | 578.58%-566.4pp |
| Employer contribution / active EE | $2,688 | $6,184-56.5% | $5,433-50.5% | $4,876-44.9% |
| Participant deferral / active EE | $4,664 | $5,629-17.2% | $4,939-5.6% | $5,439-14.3% |
| Admin fee / account holder | $2,194 | $16,852-87.0% | $13,881-84.2% | $10,886-79.8% |