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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 | $93,090 | $108,912-14.5% | $100,383-7.3% | $145,959-36.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 57.96%-43.1pp | 49.26%-34.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $4,177 | $4,423-5.6% | $3,944+5.9% | $4,661-10.4% |
| Participant deferral / active EE | $11,675 | $8,451+38.2% | $8,086+44.4% | $6,689+74.6% |
| Admin fee / account holder | $8,609 | $9,690-11.2% | $7,900+9.0% | $13,398-35.7% |