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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 | $106,665 | $168,635-36.7% | $147,617-27.7% | $125,389-14.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.82% | 77.65%-76.8pp | 61.98%-61.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $7,041 | $6,252+12.6% | $5,564+26.5% | $4,866+44.7% |
| Participant deferral / active EE | $7,590 | $5,507+37.8% | $4,895+55.0% | $5,352+41.8% |
| Admin fee / account holder | $1,008 | $13,580-92.6% | $11,612-91.3% | $9,541-89.4% |