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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 | $80,951 | $149,040-45.7% | $120,225-32.7% | $137,256-41.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.66% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,135 | $4,350+18.0% | $3,475+47.8% | $4,156+23.6% |
| Participant deferral / active EE | $11,533 | $4,655+147.8% | $3,999+188.4% | $6,407+80.0% |
| Admin fee / account holder | $6,096 | $6,348-4.0% | $5,696+7.0% | $12,270-50.3% |