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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 | $71,609 | $159,934-55.2% | $147,005-51.3% | $145,959-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.48% | 98.24%-81.8pp | 418.76%-402.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,722 | $5,287-29.6% | $4,934-24.6% | $4,661-20.1% |
| Participant deferral / active EE | $23,867 | $8,427+183.2% | $8,070+195.8% | $6,689+256.8% |
| Admin fee / account holder | $6,664 | $15,053-55.7% | $13,006-48.8% | $13,398-50.3% |