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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 | $68,908 | $160,070-57.0% | $147,117-53.2% | $145,897-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 98.69%-79.6pp | 420.54%-401.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,994 | $5,285-43.3% | $4,932-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $19,172 | $8,419+127.7% | $8,065+137.7% | $6,689+186.6% |
| Admin fee / account holder | $17,917 | $15,035+19.2% | $12,993+37.9% | $13,390+33.8% |