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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 | $86,596 | $176,105-50.8% | $159,474-45.7% | $167,536-48.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.02% | 331.91%-319.9pp | 263.68%-251.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,609 | $5,299-50.8% | $4,831-46.0% | $4,839-46.1% |
| Participant deferral / active EE | $11,417 | $7,751+47.3% | $7,353+55.3% | $6,342+80.0% |
| Admin fee / account holder | $1,805 | $12,559-85.6% | $10,802-83.3% | $12,315-85.3% |