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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 | $129,971 | $159,934-18.7% | $147,005-11.6% | $145,959-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.29% | 98.24%-77.0pp | 418.76%-397.5pp | 561.95%-540.7pp |
| Employer contribution / active EE | $2,566 | $5,287-51.5% | $4,934-48.0% | $4,661-44.9% |
| Participant deferral / active EE | $19,650 | $8,427+133.2% | $8,070+143.5% | $6,689+193.8% |
| Admin fee / account holder | $104,641 | $15,053+595.1% | $13,006+704.5% | $13,398+681.0% |