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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 | $110,557 | $202,463-45.4% | $169,397-34.7% | $139,487-20.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 532.64%-522.8pp | 406.23%-396.4pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,363 | $4,694-49.6% | $4,013-41.1% | $4,755-50.3% |
| Participant deferral / active EE | $2,685 | $6,941-61.3% | $6,223-56.9% | $6,713-60.0% |
| Admin fee / account holder | $38,055 | $10,726+254.8% | $9,017+322.0% | $11,407+233.6% |