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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 | $119,747 | $160,070-25.2% | $147,117-18.6% | $145,897-17.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,883 | $5,285-64.4% | $4,932-61.8% | $4,663-59.6% |
| Participant deferral / active EE | $8,474 | $8,419+0.6% | $8,065+5.1% | $6,689+26.7% |
| Admin fee / account holder | $5,548 | $15,035-63.1% | $12,993-57.3% | $13,390-58.6% |