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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 | $71,697 | $159,934-55.2% | $147,005-51.2% | $145,959-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $4,183 | $5,287-20.9% | $4,934-15.2% | $4,661-10.2% |
| Participant deferral / active EE | $10,129 | $8,427+20.2% | $8,070+25.5% | $6,689+51.4% |
| Admin fee / account holder | $21,601 | $15,053+43.5% | $13,006+66.1% | $13,398+61.2% |