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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 | $160,040-53.8% | $147,096-49.7% | $145,877-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 98.49%-79.5pp | 419.75%-400.7pp | 551.28%-532.3pp |
| Employer contribution / active EE | $2,151 | $5,289-59.3% | $4,936-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $4,014 | $8,429-52.4% | $8,071-50.3% | $6,691-40.0% |
| Admin fee / account holder | $733 | $15,050-95.1% | $13,005-94.4% | $13,402-94.5% |