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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 | $117,169 | $159,978-26.8% | $147,041-20.3% | $145,978-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.78% | 98.36%-83.6pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,682 | $5,288-49.3% | $4,935-45.7% | $4,662-42.5% |
| Participant deferral / active EE | $10,448 | $8,429+24.0% | $8,071+29.5% | $6,690+56.2% |
| Admin fee / account holder | $3,454 | $15,053-77.1% | $13,006-73.4% | $13,400-74.2% |