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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 | $97,211 | $154,754-37.2% | $124,206-21.7% | $138,895-30.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.62% | 709.28%-694.7pp | 515.27%-500.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,418 | $4,446-23.1% | $3,540-3.5% | $4,194-18.5% |
| Participant deferral / active EE | $7,415 | $4,621+60.5% | $3,968+86.9% | $6,396+15.9% |
| Admin fee / account holder | $17,181 | $6,690+156.8% | $5,929+189.8% | $12,562+36.8% |