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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 | $64,847 | $176,105-63.2% | $159,474-59.3% | $167,536-61.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.00% | 331.91%-313.9pp | 263.68%-245.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $4,572 | $5,299-13.7% | $4,831-5.4% | $4,839-5.5% |
| Participant deferral / active EE | $6,926 | $7,751-10.6% | $7,353-5.8% | $6,342+9.2% |
| Admin fee / account holder | $447 | $12,559-96.4% | $10,802-95.9% | $12,315-96.4% |