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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 | $91,169 | $176,120-48.2% | $159,487-42.8% | $167,553-45.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.76% | 331.95%-314.2pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $9,783 | $5,299+84.6% | $4,831+102.5% | $4,840+102.1% |
| Participant deferral / active EE | $8,360 | $7,752+7.8% | $7,354+13.7% | $6,343+31.8% |
| Admin fee / account holder | $8,241 | $12,561-34.4% | $10,804-23.7% | $12,316-33.1% |