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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 | $88,183 | $102,595-14.0% | $94,057-6.2% | $154,746-43.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.31% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,407 | $3,147+40.0% | $2,933+50.3% | $4,379+0.6% |
| Participant deferral / active EE | $2,209 | $5,118-56.8% | $4,709-53.1% | $6,730-67.2% |
| Admin fee / account holder | $561 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |