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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 | $139,204 | $159,934-13.0% | $147,005-5.3% | $145,959-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,320 | $5,287-75.0% | $4,934-73.2% | $4,661-71.7% |
| Participant deferral / active EE | $4,305 | $8,427-48.9% | $8,070-46.7% | $6,689-35.6% |
| Admin fee / account holder | $14,101 | $15,053-6.3% | $13,006+8.4% | $13,398+5.3% |