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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 | $137,787 | $160,028-13.9% | $147,080-6.3% | $145,884-5.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,036 | $5,286-61.5% | $4,933-58.7% | $4,662-56.3% |
| Participant deferral / active EE | $16,495 | $8,422+95.9% | $8,066+104.5% | $6,690+146.6% |
| Admin fee / account holder | $2,411 | $15,030-84.0% | $12,989-81.4% | $13,392-82.0% |