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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 | $107,257 | $129,737-17.3% | $119,126-10.0% | $154,746-30.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.53% | 379.08%-368.5pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $8,593 | $4,375+96.4% | $4,034+113.0% | $4,379+96.2% |
| Participant deferral / active EE | $7,450 | $5,842+27.5% | $5,318+40.1% | $6,730+10.7% |
| Admin fee / account holder | $1,680 | $11,961-86.0% | $10,693-84.3% | $14,365-88.3% |