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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 | $78,887 | $176,105-55.2% | $159,474-50.5% | $167,536-52.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.22% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,063 | $5,299-61.1% | $4,831-57.3% | $4,839-57.4% |
| Participant deferral / active EE | $5,500 | $7,751-29.0% | $7,353-25.2% | $6,342-13.3% |
| Admin fee / account holder | $354 | $12,559-97.2% | $10,802-96.7% | $12,315-97.1% |