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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 | $61,565 | $176,120-65.0% | $159,487-61.4% | $167,553-63.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.38% | 331.95%-317.6pp | 263.71%-249.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $2,876 | $5,299-45.7% | $4,831-40.5% | $4,840-40.6% |
| Participant deferral / active EE | $6,727 | $7,752-13.2% | $7,354-8.5% | $6,343+6.1% |
| Admin fee / account holder | $13,954 | $12,561+11.1% | $10,804+29.2% | $12,316+13.3% |