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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 | $85,492 | $105,200-18.7% | $159,474-46.4% | $85,847-0.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.01% | 45.08%-29.1pp | 263.68%-247.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $5,668 | $3,319+70.8% | $4,831+17.3% | $2,565+120.9% |
| Participant deferral / active EE | $6,341 | $5,946+6.6% | $7,353-13.8% | $3,952+60.4% |
| Admin fee / account holder | $1,566 | $6,934-77.4% | $10,802-85.5% | $6,261-75.0% |