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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 | $121,560 | $160,040-24.0% | $147,096-17.4% | $145,877-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,487 | $5,289-71.9% | $4,936-69.9% | $4,663-68.1% |
| Participant deferral / active EE | $13,533 | $8,429+60.6% | $8,071+67.7% | $6,691+102.3% |
| Admin fee / account holder | $1,067 | $15,050-92.9% | $13,005-91.8% | $13,402-92.0% |