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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 | $116,720 | $176,120-33.7% | $159,487-26.8% | $167,553-30.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.95%-322.0pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $4,101 | $5,299-22.6% | $4,831-15.1% | $4,840-15.3% |
| Participant deferral / active EE | $8,144 | $7,752+5.1% | $7,354+10.7% | $6,343+28.4% |
| Admin fee / account holder | $717 | $12,561-94.3% | $10,804-93.4% | $12,316-94.2% |