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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 | $123,007 | $175,257-29.8% | $149,717-17.8% | $139,456-11.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,961 | $5,477-64.2% | $4,820-59.3% | $4,753-58.7% |
| Participant deferral / active EE | $5,220 | $6,521-19.9% | $5,682-8.1% | $6,711-22.2% |
| Admin fee / account holder | $860 | $16,156-94.7% | $13,213-93.5% | $11,407-92.5% |