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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 | $96,245 | $196,972-51.1% | $182,262-47.2% | $198,609-51.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.17% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $10,740 | $5,364+100.2% | $5,046+112.8% | $5,055+112.4% |
| Participant deferral / active EE | $7,220 | $8,643-16.5% | $8,276-12.8% | $6,977+3.5% |
| Admin fee / account holder | $5,932 | $18,429-67.8% | $16,712-64.5% | $19,030-68.8% |