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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 | $85,974 | $176,105-51.2% | $159,474-46.1% | $167,536-48.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 331.91%-319.1pp | 263.68%-250.8pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,721 | $5,299-29.8% | $4,831-23.0% | $4,839-23.1% |
| Participant deferral / active EE | $5,049 | $7,751-34.9% | $7,353-31.3% | $6,342-20.4% |
| Admin fee / account holder | $441 | $12,559-96.5% | $10,802-95.9% | $12,315-96.4% |