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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 | $111,882 | $160,070-30.1% | $147,117-24.0% | $145,897-23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,434 | $5,285-35.0% | $4,932-30.4% | $4,663-26.3% |
| Participant deferral / active EE | $5,987 | $8,419-28.9% | $8,065-25.8% | $6,689-10.5% |
| Admin fee / account holder | $1,257 | $15,035-91.6% | $12,993-90.3% | $13,390-90.6% |