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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 | $107,101 | $144,130-25.7% | $117,861-9.1% | $147,586-27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.27% | 531.20%-506.9pp | 335.11%-310.8pp | 578.59%-554.3pp |
| Employer contribution / active EE | $3,408 | $4,897-30.4% | $3,786-10.0% | $4,876-30.1% |
| Participant deferral / active EE | $7,463 | $5,316+40.4% | $4,482+66.5% | $5,439+37.2% |
| Admin fee / account holder | $2,069 | $10,887-81.0% | $8,021-74.2% | $10,886-81.0% |