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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 | $72,306 | $176,105-58.9% | $159,474-54.7% | $167,536-56.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $5,707 | $5,299+7.7% | $4,831+18.1% | $4,839+17.9% |
| Participant deferral / active EE | $6,982 | $7,751-9.9% | $7,353-5.1% | $6,342+10.1% |
| Admin fee / account holder | $1,035 | $12,559-91.8% | $10,802-90.4% | $12,315-91.6% |