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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 | $79,782 | $112,121-28.8% | $95,960-16.9% | $158,966-49.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.23% | 171.16%-152.9pp | 91.63%-73.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $6,011 | $3,199+87.9% | $2,541+136.5% | $4,762+26.2% |
| Participant deferral / active EE | $7,919 | $4,784+65.5% | $4,167+90.1% | $5,983+32.4% |
| Admin fee / account holder | $4,800 | $10,135-52.6% | $6,797-29.4% | $11,250-57.3% |