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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 | $41,724 | $176,105-76.3% | $159,474-73.8% | $167,536-75.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.22% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,060 | $5,299-61.1% | $4,831-57.4% | $4,839-57.4% |
| Participant deferral / active EE | $6,734 | $7,751-13.1% | $7,353-8.4% | $6,342+6.2% |
| Admin fee / account holder | $455 | $12,559-96.4% | $10,802-95.8% | $12,315-96.3% |