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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 | $98,828 | $121,701-18.8% | $104,639-5.6% | $158,982-37.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.18% | 465.72%-444.5pp | 340.67%-319.5pp | 302.99%-281.8pp |
| Employer contribution / active EE | $976 | $3,165-69.2% | $2,682-63.6% | $4,763-79.5% |
| Participant deferral / active EE | $13,731 | $4,176+228.8% | $3,738+267.4% | $5,983+129.5% |
| Admin fee / account holder | $2,185 | $7,778-71.9% | $6,465-66.2% | $11,252-80.6% |