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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 | $110,039-18.5% | $97,260-7.8% | $145,884-38.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.23% | 244.44%-231.2pp | 75.54%-62.3pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,009 | $3,074+30.4% | $2,721+47.3% | $4,662-14.0% |
| Participant deferral / active EE | $5,375 | $4,674+15.0% | $4,262+26.1% | $6,690-19.7% |
| Admin fee / account holder | $15,834 | $6,204+155.2% | $5,640+180.8% | $13,392+18.2% |