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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 | $67,879 | $176,105-61.5% | $159,474-57.4% | $167,536-59.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 31.93% | 331.91%-300.0pp | 263.68%-231.7pp | 478.82%-446.9pp |
| Employer contribution / active EE | $5,030 | $5,299-5.1% | $4,831+4.1% | $4,839+3.9% |
| Participant deferral / active EE | $5,718 | $7,751-26.2% | $7,353-22.2% | $6,342-9.8% |
| Admin fee / account holder | $3,201 | $12,559-74.5% | $10,802-70.4% | $12,315-74.0% |