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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 | $93,409 | $176,120-47.0% | $159,487-41.4% | $167,553-44.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.87% | 331.95%-318.1pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $2,426 | $5,299-54.2% | $4,831-49.8% | $4,840-49.9% |
| Participant deferral / active EE | $7,132 | $7,752-8.0% | $7,354-3.0% | $6,343+12.5% |
| Admin fee / account holder | $12,471 | $12,561-0.7% | $10,804+15.4% | $12,316+1.3% |