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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 | $108,237 | $138,075-21.6% | $123,552-12.4% | $135,379-20.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 3.05% | 153.70%-150.7pp | 119.20%-116.2pp | 519.79%-516.7pp |
| Employer contribution / active EE | $14,026 | $5,152+172.3% | $4,628+203.1% | $4,779+193.5% |
| Participant deferral / active EE | $13,706 | $6,800+101.6% | $6,426+113.3% | $5,609+144.4% |
| Admin fee / account holder | $477 | $10,917-95.6% | $9,285-94.9% | $10,828-95.6% |