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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 | $100,338 | $183,539-45.3% | $155,556-35.5% | $145,897-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $7,829 | $5,315+47.3% | $4,675+67.5% | $4,663+67.9% |
| Participant deferral / active EE | $6,253 | $6,467-3.3% | $5,631+11.0% | $6,689-6.5% |
| Admin fee / account holder | $4,240 | $19,275-78.0% | $15,885-73.3% | $13,390-68.3% |