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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 | $94,175 | $112,131-16.0% | $95,964-1.9% | $158,982-40.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.19% | 171.19%-161.0pp | 91.64%-81.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $6,369 | $3,199+99.1% | $2,541+150.6% | $4,763+33.7% |
| Participant deferral / active EE | $5,001 | $4,784+4.5% | $4,167+20.0% | $5,983-16.4% |
| Admin fee / account holder | $16,965 | $10,136+67.4% | $6,797+149.6% | $11,252+50.8% |