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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 | $71,170 | $176,105-59.6% | $159,474-55.4% | $167,536-57.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 331.91%-317.0pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $4,569 | $5,299-13.8% | $4,831-5.4% | $4,839-5.6% |
| Participant deferral / active EE | $10,299 | $7,751+32.9% | $7,353+40.1% | $6,342+62.4% |
| Admin fee / account holder | $973 | $12,559-92.3% | $10,802-91.0% | $12,315-92.1% |