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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 | $91,278 | $134,817-32.3% | $123,973-26.4% | $155,188-41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.96% | 515.49%-496.5pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $10,833 | $4,425+144.8% | $4,126+162.6% | $4,248+155.0% |
| Participant deferral / active EE | $5,990 | $5,706+5.0% | $5,247+14.2% | $6,531-8.3% |
| Admin fee / account holder | $6,333 | $13,245-52.2% | $11,799-46.3% | $14,480-56.3% |