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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 | $93,062 | $159,978-41.8% | $147,041-36.7% | $145,978-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.36%-84.0pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $3,619 | $5,288-31.6% | $4,935-26.7% | $4,662-22.4% |
| Participant deferral / active EE | $4,080 | $8,429-51.6% | $8,071-49.4% | $6,690-39.0% |
| Admin fee / account holder | $34,225 | $15,053+127.4% | $13,006+163.1% | $13,400+155.4% |