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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 | $72,317 | $176,120-58.9% | $159,487-54.7% | $167,553-56.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.05% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,572 | $5,299-70.3% | $4,831-67.5% | $4,840-67.5% |
| Participant deferral / active EE | $5,235 | $7,752-32.5% | $7,354-28.8% | $6,343-17.5% |
| Admin fee / account holder | $773 | $12,561-93.8% | $10,804-92.8% | $12,316-93.7% |