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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 | $91,228 | $154,754-41.0% | $124,206-26.6% | $138,895-34.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.59% | 709.28%-695.7pp | 515.27%-501.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $4,650 | $4,446+4.6% | $3,540+31.3% | $4,194+10.9% |
| Participant deferral / active EE | $3,501 | $4,621-24.2% | $3,968-11.8% | $6,396-45.3% |
| Admin fee / account holder | $680 | $6,690-89.8% | $5,929-88.5% | $12,562-94.6% |