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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 | $98,951 | $160,040-38.2% | $147,096-32.7% | $145,877-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,151 | $5,289-59.3% | $4,936-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $9,857 | $8,429+16.9% | $8,071+22.1% | $6,691+47.3% |
| Admin fee / account holder | $18,477 | $15,050+22.8% | $13,005+42.1% | $13,402+37.9% |