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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 | $74,160 | $176,077-57.9% | $159,455-53.5% | $167,518-55.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.47% | 331.83%-316.4pp | 263.63%-248.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $4,157 | $5,298-21.5% | $4,830-13.9% | $4,838-14.1% |
| Participant deferral / active EE | $5,153 | $7,751-33.5% | $7,353-29.9% | $6,342-18.7% |
| Admin fee / account holder | $3,767 | $12,556-70.0% | $10,800-65.1% | $12,312-69.4% |