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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 | $126,784 | $160,040-20.8% | $147,096-13.8% | $145,877-13.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.49%-80.8pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,453 | $5,289-53.6% | $4,936-50.3% | $4,663-47.4% |
| Participant deferral / active EE | $5,267 | $8,429-37.5% | $8,071-34.7% | $6,691-21.3% |
| Admin fee / account holder | $528 | $15,050-96.5% | $13,005-95.9% | $13,402-96.1% |