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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 | $90,802 | $107,363-15.4% | $92,909-2.3% | $152,897-40.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.60% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,139 | $4,222-73.0% | $3,653-68.8% | $4,764-76.1% |
| Participant deferral / active EE | $8,494 | $4,848+75.2% | $4,238+100.4% | $5,851+45.2% |
| Admin fee / account holder | $5,661 | $7,082-20.1% | $5,795-2.3% | $11,599-51.2% |