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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 | $160,040-56.9% | $147,096-53.2% | $145,877-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.10% | 98.49%-79.4pp | 419.75%-400.6pp | 551.28%-532.2pp |
| Employer contribution / active EE | $2,994 | $5,289-43.4% | $4,936-39.3% | $4,663-35.8% |
| Participant deferral / active EE | $19,172 | $8,429+127.5% | $8,071+137.5% | $6,691+186.5% |
| Admin fee / account holder | $17,917 | $15,050+19.1% | $13,005+37.8% | $13,402+33.7% |