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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 | $93,099 | $144,130-35.4% | $117,861-21.0% | $147,586-36.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.89% | 531.20%-519.3pp | 335.11%-323.2pp | 578.59%-566.7pp |
| Employer contribution / active EE | $5,802 | $4,897+18.5% | $3,786+53.2% | $4,876+19.0% |
| Participant deferral / active EE | $1,943 | $5,316-63.5% | $4,482-56.7% | $5,439-64.3% |
| Admin fee / account holder | $1,070 | $10,887-90.2% | $8,021-86.7% | $10,886-90.2% |