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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 | $96,548 | $183,988-47.5% | $162,177-40.5% | $152,897-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.19% | 150.79%-134.6pp | 115.60%-99.4pp | 345.43%-329.2pp |
| Employer contribution / active EE | $6,153 | $6,370-3.4% | $5,613+9.6% | $4,764+29.2% |
| Participant deferral / active EE | $14,747 | $8,032+83.6% | $7,297+102.1% | $5,851+152.0% |
| Admin fee / account holder | $16,097 | $13,123+22.7% | $10,843+48.5% | $11,599+38.8% |