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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 | $82,717 | $176,105-53.0% | $159,474-48.1% | $167,536-50.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.73% | 331.91%-314.2pp | 263.68%-245.9pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,778 | $5,299-47.6% | $4,831-42.5% | $4,839-42.6% |
| Participant deferral / active EE | $3,492 | $7,751-54.9% | $7,353-52.5% | $6,342-44.9% |
| Admin fee / account holder | $35,233 | $12,559+180.5% | $10,802+226.2% | $12,315+186.1% |