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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 | $115,600 | $176,105-34.4% | $159,474-27.5% | $167,536-31.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.80% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $2,054 | $5,299-61.2% | $4,831-57.5% | $4,839-57.6% |
| Participant deferral / active EE | $14,139 | $7,751+82.4% | $7,353+92.3% | $6,342+122.9% |
| Admin fee / account holder | $7,119 | $12,559-43.3% | $10,802-34.1% | $12,315-42.2% |