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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 | $144,856 | $159,978-9.5% | $147,041-1.5% | $145,978-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.91% | 98.36%-76.5pp | 419.21%-397.3pp | 550.52%-528.6pp |
| Employer contribution / active EE | $3,908 | $5,288-26.1% | $4,935-20.8% | $4,662-16.2% |
| Participant deferral / active EE | $3,953 | $8,429-53.1% | $8,071-51.0% | $6,690-40.9% |
| Admin fee / account holder | $8,234 | $15,053-45.3% | $13,006-36.7% | $13,400-38.6% |