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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 | $93,443 | $90,530+3.2% | $76,030+22.9% | $145,897-36.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.19% | 625.08%-605.9pp | 361.54%-342.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $5,246 | $3,319+58.0% | $2,688+95.2% | $4,663+12.5% |
| Participant deferral / active EE | $7,576 | $5,164+46.7% | $4,257+78.0% | $6,689+13.3% |
| Admin fee / account holder | $4,044 | $8,383-51.8% | $6,421-37.0% | $13,390-69.8% |