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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 | $107,092 | $183,539-41.7% | $155,556-31.2% | $145,897-26.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.98% | 61.31%-52.3pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,129 | $5,315-41.1% | $4,675-33.1% | $4,663-32.9% |
| Participant deferral / active EE | $4,303 | $6,467-33.5% | $5,631-23.6% | $6,689-35.7% |
| Admin fee / account holder | $1,262 | $19,275-93.5% | $15,885-92.1% | $13,390-90.6% |