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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 | $91,031 | $202,463-55.0% | $169,397-46.3% | $139,487-34.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 532.64%-513.6pp | 406.23%-387.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,972 | $4,694-58.0% | $4,013-50.9% | $4,755-58.5% |
| Participant deferral / active EE | $8,760 | $6,941+26.2% | $6,223+40.8% | $6,713+30.5% |
| Admin fee / account holder | $4,940 | $10,726-53.9% | $9,017-45.2% | $11,407-56.7% |