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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 | $90,959 | $100,938-9.9% | $90,461+0.6% | $158,982-42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.45% | 1727.20%-1711.8pp | 1294.76%-1279.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $3,861 | $3,691+4.6% | $3,264+18.3% | $4,763-18.9% |
| Participant deferral / active EE | $2,375 | $4,350-45.4% | $3,964-40.1% | $5,983-60.3% |
| Admin fee / account holder | $1,683 | $6,510-74.1% | $5,617-70.0% | $11,252-85.0% |