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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 | $132,928 | $176,120-24.5% | $159,487-16.7% | $167,553-20.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.99% | 331.95%-321.0pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $3,103 | $5,299-41.5% | $4,831-35.8% | $4,840-35.9% |
| Participant deferral / active EE | $6,053 | $7,752-21.9% | $7,354-17.7% | $6,343-4.6% |
| Admin fee / account holder | $369 | $12,561-97.1% | $10,804-96.6% | $12,316-97.0% |