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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 | $132,061 | $160,070-17.5% | $147,117-10.2% | $145,897-9.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 15.66% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,436 | $5,285-72.8% | $4,932-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $5,202 | $8,419-38.2% | $8,065-35.5% | $6,689-22.2% |
| Admin fee / account holder | $807 | $15,035-94.6% | $12,993-93.8% | $13,390-94.0% |