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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 | $82,433 | $176,105-53.2% | $159,474-48.3% | $167,536-50.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.19% | 331.91%-307.7pp | 263.68%-239.5pp | 478.82%-454.6pp |
| Employer contribution / active EE | $3,344 | $5,299-36.9% | $4,831-30.8% | $4,839-30.9% |
| Participant deferral / active EE | $9,590 | $7,751+23.7% | $7,353+30.4% | $6,342+51.2% |
| Admin fee / account holder | $1,351 | $12,559-89.2% | $10,802-87.5% | $12,315-89.0% |