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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 | $89,708 | $202,440-55.7% | $169,390-47.0% | $139,466-35.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 44.33% | 532.36%-488.0pp | 406.07%-361.7pp | 373.66%-329.3pp |
| Employer contribution / active EE | $1,957 | $4,693-58.3% | $4,013-51.2% | $4,754-58.8% |
| Participant deferral / active EE | $2,015 | $6,940-71.0% | $6,222-67.6% | $6,712-70.0% |
| Admin fee / account holder | $14,367 | $10,722+34.0% | $9,015+59.4% | $11,409+25.9% |