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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 | $81,726 | $217,427-62.4% | $185,837-56.0% | $167,518-51.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.26% | 148.39%-133.1pp | 122.08%-106.8pp | 478.71%-463.4pp |
| Employer contribution / active EE | $4,311 | $5,874-26.6% | $5,168-16.6% | $4,838-10.9% |
| Participant deferral / active EE | $9,343 | $6,357+47.0% | $5,568+67.8% | $6,342+47.3% |
| Admin fee / account holder | $1,482 | $19,816-92.5% | $16,241-90.9% | $12,312-88.0% |