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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 | $80,685 | $176,105-54.2% | $159,474-49.4% | $167,536-51.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.06% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $4,736 | $5,299-10.6% | $4,831-2.0% | $4,839-2.1% |
| Participant deferral / active EE | $17,029 | $7,751+119.7% | $7,353+131.6% | $6,342+168.5% |
| Admin fee / account holder | $3,527 | $12,559-71.9% | $10,802-67.4% | $12,315-71.4% |