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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 | $81,471 | $176,120-53.7% | $159,487-48.9% | $167,553-51.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.50% | 331.95%-313.5pp | 263.71%-245.2pp | 478.89%-460.4pp |
| Employer contribution / active EE | $2,101 | $5,299-60.4% | $4,831-56.5% | $4,840-56.6% |
| Participant deferral / active EE | $5,516 | $7,752-28.8% | $7,354-25.0% | $6,343-13.0% |
| Admin fee / account holder | $426 | $12,561-96.6% | $10,804-96.1% | $12,316-96.5% |