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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 | $112,417 | $160,028-29.8% | $147,080-23.6% | $145,884-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,779 | $5,286-66.4% | $4,933-63.9% | $4,662-61.9% |
| Participant deferral / active EE | $9,376 | $8,422+11.3% | $8,066+16.2% | $6,690+40.2% |
| Admin fee / account holder | $2,889 | $15,030-80.8% | $12,989-77.8% | $13,392-78.4% |