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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 | $56,375 | $176,120-68.0% | $159,487-64.7% | $167,553-66.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.55% | 331.95%-313.4pp | 263.71%-245.2pp | 478.89%-460.3pp |
| Employer contribution / active EE | $4,047 | $5,299-23.6% | $4,831-16.2% | $4,840-16.4% |
| Participant deferral / active EE | $6,184 | $7,752-20.2% | $7,354-15.9% | $6,343-2.5% |
| Admin fee / account holder | $1,260 | $12,561-90.0% | $10,804-88.3% | $12,316-89.8% |