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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 | $132,516 | $217,427-39.1% | $185,837-28.7% | $167,518-20.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.81% | 148.39%-134.6pp | 122.08%-108.3pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,931 | $5,874-67.1% | $5,168-62.6% | $4,838-60.1% |
| Participant deferral / active EE | $4,032 | $6,357-36.6% | $5,568-27.6% | $6,342-36.4% |
| Admin fee / account holder | $1,167 | $19,816-94.1% | $16,241-92.8% | $12,312-90.5% |