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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 | $96,310 | $102,595-6.1% | $94,057+2.4% | $154,746-37.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.24% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,862 | $3,147+22.7% | $2,933+31.7% | $4,379-11.8% |
| Participant deferral / active EE | $7,079 | $5,118+38.3% | $4,709+50.3% | $6,730+5.2% |
| Admin fee / account holder | $1,146 | $7,736-85.2% | $7,244-84.2% | $14,365-92.0% |