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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 | $70,571 | $176,120-59.9% | $159,487-55.8% | $167,553-57.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.37% | 331.95%-320.6pp | 263.71%-252.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $3,924 | $5,299-26.0% | $4,831-18.8% | $4,840-18.9% |
| Participant deferral / active EE | $4,814 | $7,752-37.9% | $7,354-34.5% | $6,343-24.1% |
| Admin fee / account holder | $5,319 | $12,561-57.7% | $10,804-50.8% | $12,316-56.8% |