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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 | $87,887 | $176,120-50.1% | $159,487-44.9% | $167,553-47.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.21% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,319 | $5,299-37.4% | $4,831-31.3% | $4,840-31.4% |
| Participant deferral / active EE | $4,954 | $7,752-36.1% | $7,354-32.6% | $6,343-21.9% |
| Admin fee / account holder | $972 | $12,561-92.3% | $10,804-91.0% | $12,316-92.1% |