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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 | $125,190-31.1% | $105,624-18.4% | $145,897-40.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $12,889 | $3,720+246.5% | $3,168+306.9% | $4,663+176.4% |
| Participant deferral / active EE | $6,648 | $5,716+16.3% | $5,013+32.6% | $6,689-0.6% |
| Admin fee / account holder | $1,882 | $17,138-89.0% | $10,961-82.8% | $13,390-85.9% |