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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 | $89,992 | $198,457-54.7% | $170,435-47.2% | $147,586-39.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.03% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $4,691 | $6,183-24.1% | $5,432-13.7% | $4,876-3.8% |
| Participant deferral / active EE | $3,041 | $5,629-46.0% | $4,939-38.4% | $5,439-44.1% |
| Admin fee / account holder | $2,926 | $16,852-82.6% | $13,881-78.9% | $10,886-73.1% |