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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 | $90,086 | $176,105-48.8% | $159,474-43.5% | $167,536-46.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.15% | 331.91%-319.8pp | 263.68%-251.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $4,799 | $5,299-9.4% | $4,831-0.7% | $4,839-0.8% |
| Participant deferral / active EE | $5,518 | $7,751-28.8% | $7,353-25.0% | $6,342-13.0% |
| Admin fee / account holder | $1,889 | $12,559-85.0% | $10,802-82.5% | $12,315-84.7% |