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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 | $88,544 | $144,124-38.6% | $117,857-24.9% | $147,585-40.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.18% | 531.17%-517.0pp | 335.09%-320.9pp | 578.57%-564.4pp |
| Employer contribution / active EE | $10,267 | $4,897+109.7% | $3,786+171.2% | $4,876+110.6% |
| Participant deferral / active EE | $9,104 | $5,316+71.2% | $4,482+103.1% | $5,439+67.4% |
| Admin fee / account holder | $7,560 | $10,886-30.6% | $8,020-5.7% | $10,885-30.6% |