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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 | $134,656 | $159,934-15.8% | $147,005-8.4% | $145,959-7.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,727 | $5,287-48.4% | $4,934-44.7% | $4,661-41.5% |
| Participant deferral / active EE | $6,223 | $8,427-26.2% | $8,070-22.9% | $6,689-7.0% |
| Admin fee / account holder | $679 | $15,053-95.5% | $13,006-94.8% | $13,398-94.9% |