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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 | $90,210 | $159,978-43.6% | $147,041-38.7% | $145,978-38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.36%-80.9pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $9,023 | $5,288+70.6% | $4,935+82.8% | $4,662+93.5% |
| Participant deferral / active EE | $8,540 | $8,429+1.3% | $8,071+5.8% | $6,690+27.7% |
| Admin fee / account holder | $3,102 | $15,053-79.4% | $13,006-76.1% | $13,400-76.8% |