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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 | $137,770 | $159,934-13.9% | $147,005-6.3% | $145,959-5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.23% | 98.24%-79.0pp | 418.76%-399.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,215 | $5,287-58.1% | $4,934-55.1% | $4,661-52.5% |
| Participant deferral / active EE | $16,667 | $8,427+97.8% | $8,070+106.5% | $6,689+149.2% |
| Admin fee / account holder | $2,305 | $15,053-84.7% | $13,006-82.3% | $13,398-82.8% |