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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 | $132,448 | $175,257-24.4% | $149,717-11.5% | $139,456-5.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.34% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,086 | $5,477-61.9% | $4,820-56.7% | $4,753-56.1% |
| Participant deferral / active EE | $9,801 | $6,521+50.3% | $5,682+72.5% | $6,711+46.0% |
| Admin fee / account holder | $831 | $16,156-94.9% | $13,213-93.7% | $11,407-92.7% |