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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 | $108,715 | $121,637-10.6% | $104,605+3.9% | $158,931-31.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.92% | 465.32%-458.4pp | 340.46%-333.5pp | 302.86%-295.9pp |
| Employer contribution / active EE | $3,694 | $3,163+16.8% | $2,681+37.8% | $4,761-22.4% |
| Participant deferral / active EE | $4,174 | $4,177-0.1% | $3,739+11.6% | $5,982-30.2% |
| Admin fee / account holder | $79,204 | $7,788+917.1% | $6,473+1123.6% | $11,247+604.2% |