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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 | $92,766 | $90,397+2.6% | $76,002+22.1% | $145,959-36.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.09% | 621.97%-602.9pp | 360.07%-341.0pp | 561.95%-542.9pp |
| Employer contribution / active EE | $5,200 | $3,317+56.7% | $2,688+93.4% | $4,661+11.6% |
| Participant deferral / active EE | $11,671 | $5,163+126.0% | $4,257+174.2% | $6,689+74.5% |
| Admin fee / account holder | $6,872 | $8,369-17.9% | $6,414+7.1% | $13,398-48.7% |