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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 | $76,976 | $176,105-56.3% | $159,474-51.7% | $167,536-54.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.14% | 331.91%-311.8pp | 263.68%-243.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,945 | $5,299-63.3% | $4,831-59.7% | $4,839-59.8% |
| Participant deferral / active EE | $6,447 | $7,751-16.8% | $7,353-12.3% | $6,342+1.7% |
| Admin fee / account holder | $501 | $12,559-96.0% | $10,802-95.4% | $12,315-95.9% |