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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 | $106,425 | $159,978-33.5% | $147,041-27.6% | $145,978-27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,648 | $5,288-68.8% | $4,935-66.6% | $4,662-64.7% |
| Participant deferral / active EE | $12,245 | $8,429+45.3% | $8,071+51.7% | $6,690+83.0% |
| Admin fee / account holder | $1,173 | $15,053-92.2% | $13,006-91.0% | $13,400-91.2% |