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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 | $54,055 | $196,972-72.6% | $182,262-70.3% | $198,609-72.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.69% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $4,222 | $5,364-21.3% | $5,046-16.3% | $5,055-16.5% |
| Participant deferral / active EE | $6,695 | $8,643-22.5% | $8,276-19.1% | $6,977-4.0% |
| Admin fee / account holder | $18,426 | $18,4290% | $16,712+10.3% | $19,030-3.2% |