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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 | $116,028 | $198,457-41.5% | $170,435-31.9% | $147,586-21.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.07% | 257.30%-247.2pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $3,937 | $6,183-36.3% | $5,432-27.5% | $4,876-19.3% |
| Participant deferral / active EE | $7,674 | $5,629+36.3% | $4,939+55.4% | $5,439+41.1% |
| Admin fee / account holder | $62,442 | $16,852+270.5% | $13,881+349.8% | $10,886+473.6% |