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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 | $98,552 | $176,077-44.0% | $159,455-38.2% | $167,518-41.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 331.83%-318.4pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $3,135 | $5,298-40.8% | $4,830-35.1% | $4,838-35.2% |
| Participant deferral / active EE | $8,408 | $7,751+8.5% | $7,353+14.3% | $6,342+32.6% |
| Admin fee / account holder | $8,549 | $12,556-31.9% | $10,800-20.8% | $12,312-30.6% |