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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 | $152,238 | $159,934-4.8% | $147,005+3.6% | $145,959+4.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 98.24%-87.7pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,948 | $5,287-63.1% | $4,934-60.5% | $4,661-58.2% |
| Participant deferral / active EE | $3,131 | $8,427-62.8% | $8,070-61.2% | $6,689-53.2% |
| Admin fee / account holder | $4,577 | $15,053-69.6% | $13,006-64.8% | $13,398-65.8% |