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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 | $103,019 | $149,040-30.9% | $120,225-14.3% | $137,256-24.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.35% | 605.68%-592.3pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,420 | $4,350-44.4% | $3,475-30.4% | $4,156-41.8% |
| Participant deferral / active EE | $4,121 | $4,655-11.5% | $3,999+3.1% | $6,407-35.7% |
| Admin fee / account holder | $8,573 | $6,348+35.1% | $5,696+50.5% | $12,270-30.1% |