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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 | $67,964 | $176,120-61.4% | $159,487-57.4% | $167,553-59.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.00% | 331.95%-316.0pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $3,300 | $5,299-37.7% | $4,831-31.7% | $4,840-31.8% |
| Participant deferral / active EE | $26,000 | $7,752+235.4% | $7,354+253.6% | $6,343+309.9% |
| Admin fee / account holder | $801 | $12,561-93.6% | $10,804-92.6% | $12,316-93.5% |