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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 | $122,166 | $175,231-30.3% | $149,696-18.4% | $139,466-12.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.14% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,610 | $5,478-70.6% | $4,821-66.6% | $4,754-66.1% |
| Participant deferral / active EE | $5,902 | $6,521-9.5% | $5,682+3.9% | $6,712-12.1% |
| Admin fee / account holder | $1,778 | $16,155-89.0% | $13,212-86.5% | $11,409-84.4% |