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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 | $82,330 | $107,363-23.3% | $92,909-11.4% | $152,897-46.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.69% | 145.63%-130.9pp | 109.44%-94.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $6,003 | $4,222+42.2% | $3,653+64.3% | $4,764+26.0% |
| Participant deferral / active EE | $7,429 | $4,848+53.2% | $4,238+75.3% | $5,851+27.0% |
| Admin fee / account holder | $13,517 | $7,082+90.9% | $5,795+133.2% | $11,599+16.5% |