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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 | $90,698 | $217,432-58.3% | $185,849-51.2% | $167,536-45.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.65% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $4,727 | $5,875-19.5% | $5,169-8.5% | $4,839-2.3% |
| Participant deferral / active EE | $4,250 | $6,357-33.2% | $5,569-23.7% | $6,342-33.0% |
| Admin fee / account holder | $2,946 | $19,818-85.1% | $16,244-81.9% | $12,315-76.1% |