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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 | $56,662 | $176,105-67.8% | $159,474-64.5% | $167,536-66.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.81% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,019 | $5,299-43.0% | $4,831-37.5% | $4,839-37.6% |
| Participant deferral / active EE | $13,947 | $7,751+79.9% | $7,353+89.7% | $6,342+119.9% |
| Admin fee / account holder | $662 | $12,559-94.7% | $10,802-93.9% | $12,315-94.6% |