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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 | $112,859 | $160,040-29.5% | $147,096-23.3% | $145,877-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 98.49%-80.6pp | 419.75%-401.8pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,003 | $5,289-62.1% | $4,936-59.4% | $4,663-57.0% |
| Participant deferral / active EE | $11,107 | $8,429+31.8% | $8,071+37.6% | $6,691+66.0% |
| Admin fee / account holder | $1,270 | $15,050-91.6% | $13,005-90.2% | $13,402-90.5% |