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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 | $98,103 | $144,130-31.9% | $117,861-16.8% | $147,586-33.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.66% | 531.20%-510.5pp | 335.11%-314.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $3,257 | $4,897-33.5% | $3,786-14.0% | $4,876-33.2% |
| Participant deferral / active EE | $8,611 | $5,316+62.0% | $4,482+92.1% | $5,439+58.3% |
| Admin fee / account holder | $3,820 | $10,887-64.9% | $8,021-52.4% | $10,886-64.9% |