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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 | $65,258 | $160,070-59.2% | $147,117-55.6% | $145,897-55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.22% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,967 | $5,285-62.8% | $4,932-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $3,126 | $8,419-62.9% | $8,065-61.2% | $6,689-53.3% |
| Admin fee / account holder | $16,481 | $15,035+9.6% | $12,993+26.8% | $13,390+23.1% |