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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 | $62,857 | $176,105-64.3% | $159,474-60.6% | $167,536-62.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.81% | 331.91%-320.1pp | 263.68%-251.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,890 | $5,299-45.5% | $4,831-40.2% | $4,839-40.3% |
| Participant deferral / active EE | $4,958 | $7,751-36.0% | $7,353-32.6% | $6,342-21.8% |
| Admin fee / account holder | $2,073 | $12,559-83.5% | $10,802-80.8% | $12,315-83.2% |