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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 | $125,489 | $176,105-28.7% | $159,474-21.3% | $167,536-25.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.10% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $3,991 | $5,299-24.7% | $4,831-17.4% | $4,839-17.5% |
| Participant deferral / active EE | $6,121 | $7,751-21.0% | $7,353-16.8% | $6,342-3.5% |
| Admin fee / account holder | $2,584 | $12,559-79.4% | $10,802-76.1% | $12,315-79.0% |