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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 | $78,430 | $202,460-61.3% | $169,385-53.7% | $139,456-43.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.62% | 532.07%-516.4pp | 405.82%-390.2pp | 373.45%-357.8pp |
| Employer contribution / active EE | $4,935 | $4,691+5.2% | $4,012+23.0% | $4,753+3.8% |
| Participant deferral / active EE | $4,012 | $6,938-42.2% | $6,221-35.5% | $6,711-40.2% |
| Admin fee / account holder | $1,180 | $10,719-89.0% | $9,011-86.9% | $11,407-89.7% |