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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 | $54,733 | $159,978-65.8% | $147,041-62.8% | $145,978-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,000 | $5,288-62.2% | $4,935-59.5% | $4,662-57.1% |
| Participant deferral / active EE | $3,122 | $8,429-63.0% | $8,071-61.3% | $6,690-53.3% |
| Admin fee / account holder | $2,498 | $15,053-83.4% | $13,006-80.8% | $13,400-81.4% |