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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 | $88,496 | $198,461-55.4% | $170,436-48.1% | $147,585-40.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.55% | 257.30%-244.8pp | 205.94%-193.4pp | 578.57%-566.0pp |
| Employer contribution / active EE | $5,542 | $6,184-10.4% | $5,433+2.0% | $4,876+13.7% |
| Participant deferral / active EE | $11,022 | $5,629+95.8% | $4,939+123.2% | $5,439+102.7% |
| Admin fee / account holder | $31,680 | $16,852+88.0% | $13,880+128.2% | $10,885+191.0% |