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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 | $80,601 | $176,105-54.2% | $159,474-49.5% | $167,536-51.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 331.91%-320.1pp | 263.68%-251.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,557 | $5,299-51.7% | $4,831-47.1% | $4,839-47.2% |
| Participant deferral / active EE | $5,713 | $7,751-26.3% | $7,353-22.3% | $6,342-9.9% |
| Admin fee / account holder | $28,252 | $12,559+124.9% | $10,802+161.5% | $12,315+129.4% |