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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 | $56,697 | $176,077-67.8% | $159,455-64.4% | $167,518-66.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.73% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $2,524 | $5,298-52.4% | $4,830-47.7% | $4,838-47.8% |
| Participant deferral / active EE | $8,015 | $7,751+3.4% | $7,353+9.0% | $6,342+26.4% |
| Admin fee / account holder | $10,858 | $12,556-13.5% | $10,800+0.5% | $12,312-11.8% |