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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 | $68,877 | $176,105-60.9% | $159,474-56.8% | $167,536-58.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.71% | 331.91%-315.2pp | 263.68%-247.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $2,331 | $5,299-56.0% | $4,831-51.7% | $4,839-51.8% |
| Participant deferral / active EE | $6,428 | $7,751-17.1% | $7,353-12.6% | $6,342+1.4% |
| Admin fee / account holder | $1,278 | $12,559-89.8% | $10,802-88.2% | $12,315-89.6% |