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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 | $91,167 | $176,071-48.2% | $159,450-42.8% | $167,497-45.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.67% | 331.79%-318.1pp | 263.60%-249.9pp | 478.62%-464.9pp |
| Employer contribution / active EE | $3,048 | $5,298-42.5% | $4,830-36.9% | $4,838-37.0% |
| Participant deferral / active EE | $9,337 | $7,750+20.5% | $7,352+27.0% | $6,341+47.2% |
| Admin fee / account holder | $5,814 | $12,555-53.7% | $10,800-46.2% | $12,310-52.8% |