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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 | $98,989 | $144,130-31.3% | $117,861-16.0% | $147,586-32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.61% | 531.20%-515.6pp | 335.11%-319.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,950 | $4,897-60.2% | $3,786-48.5% | $4,876-60.0% |
| Participant deferral / active EE | $3,244 | $5,316-39.0% | $4,482-27.6% | $5,439-40.3% |
| Admin fee / account holder | $6,778 | $10,887-37.7% | $8,021-15.5% | $10,886-37.7% |