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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 | $80,237 | $176,105-54.4% | $159,474-49.7% | $167,536-52.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $5,106 | $5,299-3.6% | $4,831+5.7% | $4,839+5.5% |
| Participant deferral / active EE | $24,656 | $7,751+218.1% | $7,353+235.3% | $6,342+288.8% |
| Admin fee / account holder | $38,629 | $12,559+207.6% | $10,802+257.6% | $12,315+213.7% |