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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 | $128,142 | $159,978-19.9% | $147,041-12.9% | $145,978-12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.55% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,595 | $5,288-50.9% | $4,935-47.4% | $4,662-44.3% |
| Participant deferral / active EE | $21,880 | $8,429+159.6% | $8,071+171.1% | $6,690+227.1% |
| Admin fee / account holder | $1,465 | $15,053-90.3% | $13,006-88.7% | $13,400-89.1% |