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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 | $86,225 | $176,120-51.0% | $159,487-45.9% | $167,553-48.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.05% | 331.95%-299.9pp | 263.71%-231.7pp | 478.89%-446.8pp |
| Employer contribution / active EE | $8,408 | $5,299+58.7% | $4,831+74.0% | $4,840+73.7% |
| Participant deferral / active EE | $5,412 | $7,752-30.2% | $7,354-26.4% | $6,343-14.7% |
| Admin fee / account holder | $11,283 | $12,561-10.2% | $10,804+4.4% | $12,316-8.4% |