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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 | $98,720 | $176,105-43.9% | $159,474-38.1% | $167,536-41.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.45% | 331.91%-315.5pp | 263.68%-247.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,982 | $5,299-43.7% | $4,831-38.3% | $4,839-38.4% |
| Participant deferral / active EE | $8,671 | $7,751+11.9% | $7,353+17.9% | $6,342+36.7% |
| Admin fee / account holder | $1,598 | $12,559-87.3% | $10,802-85.2% | $12,315-87.0% |