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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 | $86,559 | $109,344-20.8% | $89,400-3.2% | $158,950-45.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.70% | 345.73%-332.0pp | 245.64%-231.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $12,715 | $3,170+301.1% | $2,586+391.7% | $4,762+167.0% |
| Participant deferral / active EE | $6,500 | $4,599+41.3% | $3,890+67.1% | $5,983+8.6% |
| Admin fee / account holder | $1,450 | $6,154-76.4% | $4,882-70.3% | $11,248-87.1% |