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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 | $159,934-37.3% | $147,005-31.8% | $145,959-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $6,298 | $5,287+19.1% | $4,934+27.6% | $4,661+35.1% |
| Participant deferral / active EE | $5,443 | $8,427-35.4% | $8,070-32.5% | $6,689-18.6% |
| Admin fee / account holder | $1,798 | $15,053-88.1% | $13,006-86.2% | $13,398-86.6% |