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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 | $160,028-37.3% | $147,080-31.8% | $145,884-31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.25% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $6,298 | $5,286+19.1% | $4,933+27.7% | $4,662+35.1% |
| Participant deferral / active EE | $5,443 | $8,422-35.4% | $8,066-32.5% | $6,690-18.6% |
| Admin fee / account holder | $1,798 | $15,030-88.0% | $12,989-86.2% | $13,392-86.6% |