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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 | $154,083 | $159,978-3.7% | $147,041+4.8% | $145,978+5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.36%-83.8pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,988 | $5,288-62.4% | $4,935-59.7% | $4,662-57.4% |
| Participant deferral / active EE | $4,624 | $8,429-45.1% | $8,071-42.7% | $6,690-30.9% |
| Admin fee / account holder | $129,395 | $15,053+759.6% | $13,006+894.9% | $13,400+865.6% |