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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 | $131,567 | $176,105-25.3% | $159,474-17.5% | $167,536-21.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.85% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $5,239 | $5,299-1.1% | $4,831+8.5% | $4,839+8.3% |
| Participant deferral / active EE | $4,342 | $7,751-44.0% | $7,353-41.0% | $6,342-31.5% |
| Admin fee / account holder | $962 | $12,559-92.3% | $10,802-91.1% | $12,315-92.2% |