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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 | $89,051 | $176,120-49.4% | $159,487-44.2% | $167,553-46.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.08% | 331.95%-315.9pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,658 | $5,299-49.8% | $4,831-45.0% | $4,840-45.1% |
| Participant deferral / active EE | $7,316 | $7,752-5.6% | $7,354-0.5% | $6,343+15.3% |
| Admin fee / account holder | $3,642 | $12,561-71.0% | $10,804-66.3% | $12,316-70.4% |