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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 | $136,175 | $176,105-22.7% | $159,474-14.6% | $167,536-18.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.51% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $2,683 | $5,299-49.4% | $4,831-44.5% | $4,839-44.6% |
| Participant deferral / active EE | $8,976 | $7,751+15.8% | $7,353+22.1% | $6,342+41.5% |
| Admin fee / account holder | $985 | $12,559-92.2% | $10,802-90.9% | $12,315-92.0% |