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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 | $92,375 | $196,972-53.1% | $182,262-49.3% | $198,609-53.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.23% | 158.27%-141.0pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $6,463 | $5,364+20.5% | $5,046+28.1% | $5,055+27.8% |
| Participant deferral / active EE | $6,463 | $8,643-25.2% | $8,276-21.9% | $6,977-7.4% |
| Admin fee / account holder | $3,306 | $18,429-82.1% | $16,712-80.2% | $19,030-82.6% |