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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 | $94,173 | $159,934-41.1% | $147,005-35.9% | $145,959-35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.62% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,449 | $5,287-53.7% | $4,934-50.4% | $4,661-47.5% |
| Participant deferral / active EE | $13,267 | $8,427+57.4% | $8,070+64.4% | $6,689+98.4% |
| Admin fee / account holder | $1,584 | $15,053-89.5% | $13,006-87.8% | $13,398-88.2% |