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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 | $107,323 | $177,353-39.5% | $158,226-32.2% | $198,609-46.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 5.85% | 599.50%-593.7pp | 501.41%-495.6pp | 202.70%-196.8pp |
| Employer contribution / active EE | $7,721 | $3,239+138.4% | $2,986+158.6% | $5,055+52.7% |
| Participant deferral / active EE | $1,333 | $4,615-71.1% | $4,317-69.1% | $6,977-80.9% |
| Admin fee / account holder | $4,732 | $10,960-56.8% | $10,217-53.7% | $19,030-75.1% |