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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 | $81,400 | $144,130-43.5% | $117,861-30.9% | $147,586-44.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.94% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,287 | $4,897-73.7% | $3,786-66.0% | $4,876-73.6% |
| Participant deferral / active EE | $1,910 | $5,316-64.1% | $4,482-57.4% | $5,439-64.9% |
| Admin fee / account holder | $1,304 | $10,887-88.0% | $8,021-83.7% | $10,886-88.0% |