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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 | $91,602 | $154,193-40.6% | $130,045-29.6% | $139,466-34.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 32.51%-13.3pp | -137.30%+156.5pp | 373.66%-354.5pp |
| Employer contribution / active EE | $7,857 | $5,292+48.5% | $4,321+81.8% | $4,754+65.3% |
| Participant deferral / active EE | $10,604 | $6,709+58.1% | $5,820+82.2% | $6,712+58.0% |
| Admin fee / account holder | $5,518 | $13,989-60.6% | $10,600-47.9% | $11,409-51.6% |