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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 | $85,953 | $159,934-46.3% | $147,005-41.5% | $145,959-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $16,175 | $5,287+205.9% | $4,934+227.8% | $4,661+247.0% |
| Participant deferral / active EE | $3,526 | $8,427-58.2% | $8,070-56.3% | $6,689-47.3% |
| Admin fee / account holder | $1,957 | $15,053-87.0% | $13,006-85.0% | $13,398-85.4% |