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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 | $135,174 | $160,028-15.5% | $147,080-8.1% | $145,884-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,654 | $5,286-30.9% | $4,933-25.9% | $4,662-21.6% |
| Participant deferral / active EE | $5,389 | $8,422-36.0% | $8,066-33.2% | $6,690-19.4% |
| Admin fee / account holder | $692 | $15,030-95.4% | $12,989-94.7% | $13,392-94.8% |