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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 | $84,289 | $144,130-41.5% | $117,861-28.5% | $147,586-42.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.17% | 531.20%-519.0pp | 335.11%-322.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $5,841 | $4,897+19.3% | $3,786+54.3% | $4,876+19.8% |
| Participant deferral / active EE | $7,145 | $5,316+34.4% | $4,482+59.4% | $5,439+31.4% |
| Admin fee / account holder | $5,441 | $10,887-50.0% | $8,021-32.2% | $10,886-50.0% |