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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 | $160,070-18.8% | $147,117-11.7% | $145,897-10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.29% | 98.69%-77.4pp | 420.54%-399.3pp | 552.29%-531.0pp |
| Employer contribution / active EE | $2,566 | $5,285-51.4% | $4,932-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $19,650 | $8,419+133.4% | $8,065+143.7% | $6,689+193.8% |
| Admin fee / account holder | $104,641 | $15,035+596.0% | $12,993+705.4% | $13,390+681.5% |