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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 | $72,253 | $159,978-54.8% | $147,041-50.9% | $145,978-50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $4,912 | $5,288-7.1% | $4,935-0.5% | $4,662+5.4% |
| Participant deferral / active EE | $9,834 | $8,429+16.7% | $8,071+21.8% | $6,690+47.0% |
| Admin fee / account holder | $2,143 | $15,053-85.8% | $13,006-83.5% | $13,400-84.0% |