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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 | $80,014 | $160,070-50.0% | $147,117-45.6% | $145,897-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $4,163 | $5,285-21.2% | $4,932-15.6% | $4,663-10.7% |
| Participant deferral / active EE | $9,603 | $8,419+14.1% | $8,065+19.1% | $6,689+43.6% |
| Admin fee / account holder | $1,002 | $15,035-93.3% | $12,993-92.3% | $13,390-92.5% |