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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 | $25,378 | $176,120-85.6% | $159,487-84.1% | $167,553-84.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.88% | 331.95%-310.1pp | 263.71%-241.8pp | 478.89%-457.0pp |
| Employer contribution / active EE | $5,027 | $5,299-5.1% | $4,831+4.0% | $4,840+3.9% |
| Participant deferral / active EE | $10,268 | $7,752+32.5% | $7,354+39.6% | $6,343+61.9% |
| Admin fee / account holder | $1,644 | $12,561-86.9% | $10,804-84.8% | $12,316-86.7% |