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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 | $97,239 | $112,121-13.3% | $95,960+1.3% | $158,966-38.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.49% | 171.16%-151.7pp | 91.63%-72.1pp | 302.95%-283.5pp |
| Employer contribution / active EE | $7,735 | $3,199+141.8% | $2,541+204.4% | $4,762+62.4% |
| Participant deferral / active EE | $5,893 | $4,784+23.2% | $4,167+41.4% | $5,983-1.5% |
| Admin fee / account holder | $751 | $10,135-92.6% | $6,797-89.0% | $11,250-93.3% |