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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 | $100,667 | $159,978-37.1% | $147,041-31.5% | $145,978-31.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,574 | $5,288-51.3% | $4,935-47.9% | $4,662-44.8% |
| Participant deferral / active EE | $10,147 | $8,429+20.4% | $8,071+25.7% | $6,690+51.7% |
| Admin fee / account holder | $16,753 | $15,053+11.3% | $13,006+28.8% | $13,400+25.0% |