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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 | $95,890 | $176,105-45.5% | $159,474-39.9% | $167,536-42.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.12% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $11,296 | $5,299+113.2% | $4,831+133.8% | $4,839+133.4% |
| Participant deferral / active EE | $5,367 | $7,751-30.8% | $7,353-27.0% | $6,342-15.4% |
| Admin fee / account holder | $3,804 | $12,559-69.7% | $10,802-64.8% | $12,315-69.1% |