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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 | $73,998 | $159,934-53.7% | $147,005-49.7% | $145,959-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,151 | $5,287-59.3% | $4,934-56.4% | $4,661-53.9% |
| Participant deferral / active EE | $4,014 | $8,427-52.4% | $8,070-50.3% | $6,689-40.0% |
| Admin fee / account holder | $733 | $15,053-95.1% | $13,006-94.4% | $13,398-94.5% |