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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 | $91,507 | $144,130-36.5% | $117,861-22.4% | $147,586-38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.20% | 531.20%-521.0pp | 335.11%-324.9pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,218 | $4,897-54.7% | $3,786-41.4% | $4,876-54.5% |
| Participant deferral / active EE | $3,025 | $5,316-43.1% | $4,482-32.5% | $5,439-44.4% |
| Admin fee / account holder | $6,322 | $10,887-41.9% | $8,021-21.2% | $10,886-41.9% |