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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 | $86,230 | $125,237-31.1% | $105,608-18.3% | $145,877-40.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 225.76%-210.6pp | 116.50%-101.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $12,889 | $3,720+246.5% | $3,167+307.0% | $4,663+176.4% |
| Participant deferral / active EE | $6,648 | $5,711+16.4% | $5,010+32.7% | $6,691-0.6% |
| Admin fee / account holder | $1,882 | $17,287-89.1% | $11,028-82.9% | $13,402-86.0% |