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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 | $95,541 | $196,972-51.5% | $182,262-47.6% | $198,609-51.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 76.14% | 158.27%-82.1pp | 140.60%-64.5pp | 202.70%-126.6pp |
| Employer contribution / active EE | $2,721 | $5,364-49.3% | $5,046-46.1% | $5,055-46.2% |
| Participant deferral / active EE | $7,893 | $8,643-8.7% | $8,276-4.6% | $6,977+13.1% |
| Admin fee / account holder | $1,048 | $18,429-94.3% | $16,712-93.7% | $19,030-94.5% |