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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 | $100,696 | $226,105-55.5% | $182,540-44.8% | $152,897-34.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.20% | 192.58%-167.4pp | 148.58%-123.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,947 | $4,978-40.8% | $4,076-27.7% | $4,764-38.1% |
| Participant deferral / active EE | $6,325 | $6,370-0.7% | $5,525+14.5% | $5,851+8.1% |
| Admin fee / account holder | $4,692 | $10,706-56.2% | $8,593-45.4% | $11,599-59.6% |