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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 | $77,263 | $159,978-51.7% | $147,041-47.5% | $145,978-47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 98.36%-82.2pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,971 | $5,288-62.7% | $4,935-60.1% | $4,662-57.7% |
| Participant deferral / active EE | $8,087 | $8,429-4.1% | $8,071+0.2% | $6,690+20.9% |
| Admin fee / account holder | $4,673 | $15,053-69.0% | $13,006-64.1% | $13,400-65.1% |