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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 | $104,510 | $160,028-34.7% | $147,080-28.9% | $145,884-28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,711 | $5,286-48.7% | $4,933-45.0% | $4,662-41.9% |
| Participant deferral / active EE | $3,839 | $8,422-54.4% | $8,066-52.4% | $6,690-42.6% |
| Admin fee / account holder | $1,311 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |