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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 | $85,732 | $160,070-46.4% | $147,117-41.7% | $145,897-41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.08% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,339 | $5,285-36.8% | $4,932-32.3% | $4,663-28.4% |
| Participant deferral / active EE | $9,140 | $8,419+8.6% | $8,065+13.3% | $6,689+36.6% |
| Admin fee / account holder | $2,676 | $15,035-82.2% | $12,993-79.4% | $13,390-80.0% |