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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 | $126,664 | $160,028-20.8% | $147,080-13.9% | $145,884-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.60%-83.8pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,101 | $5,286-41.3% | $4,933-37.1% | $4,662-33.5% |
| Participant deferral / active EE | $13,826 | $8,422+64.2% | $8,066+71.4% | $6,690+106.7% |
| Admin fee / account holder | $13,074 | $15,030-13.0% | $12,989+0.7% | $13,392-2.4% |