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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 | $111,137 | $176,077-36.9% | $159,455-30.3% | $167,518-33.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 331.83%-314.5pp | 263.63%-246.3pp | 478.71%-461.4pp |
| Employer contribution / active EE | $3,538 | $5,298-33.2% | $4,830-26.7% | $4,838-26.9% |
| Participant deferral / active EE | $6,518 | $7,751-15.9% | $7,353-11.4% | $6,342+2.8% |
| Admin fee / account holder | $1,167 | $12,556-90.7% | $10,800-89.2% | $12,312-90.5% |