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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 | $120,189 | $183,627-34.5% | $155,602-22.8% | $145,978-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 61.32%-48.1pp | 64.81%-51.6pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,852 | $5,316-27.6% | $4,675-17.6% | $4,662-17.4% |
| Participant deferral / active EE | $11,333 | $6,466+75.3% | $5,629+101.3% | $6,690+69.4% |
| Admin fee / account holder | $161,886 | $19,327+737.6% | $15,923+916.7% | $13,400+1108.1% |