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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 | $77,337 | $176,105-56.1% | $159,474-51.5% | $167,536-53.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.55% | 331.91%-310.4pp | 263.68%-242.1pp | 478.82%-457.3pp |
| Employer contribution / active EE | $3,917 | $5,299-26.1% | $4,831-18.9% | $4,839-19.0% |
| Participant deferral / active EE | $8,947 | $7,751+15.4% | $7,353+21.7% | $6,342+41.1% |
| Admin fee / account holder | $29,156 | $12,559+132.1% | $10,802+169.9% | $12,315+136.8% |