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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 | $93,496 | $176,105-46.9% | $159,474-41.4% | $167,536-44.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.03% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $4,400 | $5,299-17.0% | $4,831-8.9% | $4,839-9.1% |
| Participant deferral / active EE | $6,615 | $7,751-14.7% | $7,353-10.0% | $6,342+4.3% |
| Admin fee / account holder | $351 | $12,559-97.2% | $10,802-96.7% | $12,315-97.1% |