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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 | $89,638 | $110,093-18.6% | $97,295-7.9% | $145,897-38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 244.76%-231.5pp | 75.62%-62.4pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,009 | $3,077+30.3% | $2,723+47.2% | $4,663-14.0% |
| Participant deferral / active EE | $5,375 | $4,678+14.9% | $4,264+26.1% | $6,689-19.7% |
| Admin fee / account holder | $15,834 | $6,212+154.9% | $5,646+180.4% | $13,390+18.2% |