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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 | $80,113 | $198,457-59.6% | $170,435-53.0% | $147,586-45.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.78% | 257.30%-244.5pp | 205.94%-193.2pp | 578.59%-565.8pp |
| Employer contribution / active EE | $3,223 | $6,183-47.9% | $5,432-40.7% | $4,876-33.9% |
| Participant deferral / active EE | $9,080 | $5,629+61.3% | $4,939+83.8% | $5,439+66.9% |
| Admin fee / account holder | $25,954 | $16,852+54.0% | $13,881+87.0% | $10,886+138.4% |