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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 | $125,420 | $159,978-21.6% | $147,041-14.7% | $145,978-14.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,250 | $5,288-57.5% | $4,935-54.4% | $4,662-51.7% |
| Participant deferral / active EE | $6,692 | $8,429-20.6% | $8,071-17.1% | $6,6900% |
| Admin fee / account holder | $2,920 | $15,053-80.6% | $13,006-77.5% | $13,400-78.2% |