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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 | $101,955 | $176,105-42.1% | $159,474-36.1% | $167,536-39.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,816 | $5,299-46.9% | $4,831-41.7% | $4,839-41.8% |
| Participant deferral / active EE | $11,463 | $7,751+47.9% | $7,353+55.9% | $6,342+80.7% |
| Admin fee / account holder | $2,262 | $12,559-82.0% | $10,802-79.1% | $12,315-81.6% |