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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 | $121,701-10.7% | $104,639+3.9% | $158,982-31.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.92% | 465.72%-458.8pp | 340.67%-333.8pp | 302.99%-296.1pp |
| Employer contribution / active EE | $3,694 | $3,165+16.7% | $2,682+37.8% | $4,763-22.4% |
| Participant deferral / active EE | $4,174 | $4,176-0.1% | $3,738+11.7% | $5,983-30.2% |
| Admin fee / account holder | $79,204 | $7,778+918.3% | $6,465+1125.0% | $11,252+603.9% |