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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 | $101,220 | $171,867-41.1% | $149,721-32.4% | $147,586-31.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.00% | 2113.36%-2101.4pp | 1501.67%-1489.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $4,769 | $6,275-24.0% | $5,444-12.4% | $4,876-2.2% |
| Participant deferral / active EE | $5,600 | $7,270-23.0% | $6,568-14.7% | $5,439+3.0% |
| Admin fee / account holder | $2,543 | $13,799-81.6% | $11,282-77.5% | $10,886-76.6% |