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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 | $93,238 | $112,131-16.8% | $95,964-2.8% | $158,982-41.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.45% | 171.19%-159.7pp | 91.64%-80.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $10,553 | $3,199+229.9% | $2,541+315.3% | $4,763+121.6% |
| Participant deferral / active EE | $4,458 | $4,784-6.8% | $4,167+7.0% | $5,983-25.5% |
| Admin fee / account holder | $1,139 | $10,136-88.8% | $6,797-83.2% | $11,252-89.9% |