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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 | $89,160 | $198,457-55.1% | $170,435-47.7% | $147,586-39.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.54% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,114 | $6,183-65.8% | $5,432-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $4,780 | $5,629-15.1% | $4,939-3.2% | $5,439-12.1% |
| Admin fee / account holder | $10,277 | $16,852-39.0% | $13,881-26.0% | $10,886-5.6% |