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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 | $112,979 | $176,105-35.8% | $159,474-29.2% | $167,536-32.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.02% | 331.91%-311.9pp | 263.68%-243.7pp | 478.82%-458.8pp |
| Employer contribution / active EE | $4,963 | $5,299-6.3% | $4,831+2.7% | $4,839+2.6% |
| Participant deferral / active EE | $6,500 | $7,751-16.1% | $7,353-11.6% | $6,342+2.5% |
| Admin fee / account holder | $834 | $12,559-93.4% | $10,802-92.3% | $12,315-93.2% |