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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 | $149,040-38.8% | $120,225-24.1% | $137,256-33.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.59% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,650 | $4,350+6.9% | $3,475+33.8% | $4,156+11.9% |
| Participant deferral / active EE | $3,501 | $4,655-24.8% | $3,999-12.5% | $6,407-45.4% |
| Admin fee / account holder | $680 | $6,348-89.3% | $5,696-88.1% | $12,270-94.5% |