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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 | $99,022 | $177,353-44.2% | $158,226-37.4% | $198,609-50.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 10.63% | 599.50%-588.9pp | 501.41%-490.8pp | 202.70%-192.1pp |
| Employer contribution / active EE | $3,193 | $3,239-1.4% | $2,986+6.9% | $5,055-36.8% |
| Participant deferral / active EE | $5,259 | $4,615+13.9% | $4,317+21.8% | $6,977-24.6% |
| Admin fee / account holder | $4,242 | $10,960-61.3% | $10,217-58.5% | $19,030-77.7% |