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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 | $100,312 | $160,040-37.3% | $147,096-31.8% | $145,877-31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $6,298 | $5,289+19.1% | $4,936+27.6% | $4,663+35.1% |
| Participant deferral / active EE | $5,443 | $8,429-35.4% | $8,071-32.6% | $6,691-18.6% |
| Admin fee / account holder | $1,798 | $15,050-88.1% | $13,005-86.2% | $13,402-86.6% |