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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 | $117,756 | $175,259-32.8% | $149,723-21.4% | $139,487-15.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.80% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,421 | $5,478-74.1% | $4,821-70.5% | $4,755-70.1% |
| Participant deferral / active EE | $5,533 | $6,522-15.2% | $5,682-2.6% | $6,713-17.6% |
| Admin fee / account holder | $1,272 | $16,158-92.1% | $13,215-90.4% | $11,407-88.8% |