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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 | $154,754-47.7% | $124,206-34.8% | $138,895-41.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.66% | 709.28%-694.6pp | 515.27%-500.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,135 | $4,446+15.5% | $3,540+45.1% | $4,194+22.4% |
| Participant deferral / active EE | $11,533 | $4,621+149.6% | $3,968+190.7% | $6,396+80.3% |
| Admin fee / account holder | $6,096 | $6,690-8.9% | $5,929+2.8% | $12,562-51.5% |