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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 | $101,796 | $159,934-36.4% | $147,005-30.8% | $145,959-30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.87% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $2,185 | $5,287-58.7% | $4,934-55.7% | $4,661-53.1% |
| Participant deferral / active EE | $5,917 | $8,427-29.8% | $8,070-26.7% | $6,689-11.5% |
| Admin fee / account holder | $1,424 | $15,053-90.5% | $13,006-89.1% | $13,398-89.4% |