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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 | $90,353 | $198,457-54.5% | $170,435-47.0% | $147,586-38.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.00% | 257.30%-238.3pp | 205.94%-186.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,529 | $6,183-59.1% | $5,432-53.4% | $4,876-48.1% |
| Participant deferral / active EE | $5,046 | $5,629-10.4% | $4,939+2.2% | $5,439-7.2% |
| Admin fee / account holder | $2,406 | $16,852-85.7% | $13,881-82.7% | $10,886-77.9% |