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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 | $90,723 | $198,457-54.3% | $170,435-46.8% | $147,586-38.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.65% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $8,564 | $6,183+38.5% | $5,432+57.7% | $4,876+75.6% |
| Participant deferral / active EE | $5,325 | $5,629-5.4% | $4,939+7.8% | $5,439-2.1% |
| Admin fee / account holder | $71,788 | $16,852+326.0% | $13,881+417.2% | $10,886+559.5% |