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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 | $58,917 | $176,105-66.5% | $159,474-63.1% | $167,536-64.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.51% | 331.91%-315.4pp | 263.68%-247.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,241 | $5,299-1.1% | $4,831+8.5% | $4,839+8.3% |
| Participant deferral / active EE | $3,150 | $7,751-59.4% | $7,353-57.2% | $6,342-50.3% |
| Admin fee / account holder | $6,422 | $12,559-48.9% | $10,802-40.6% | $12,315-47.9% |