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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 | $128,736 | $217,432-40.8% | $185,851-30.7% | $167,553-23.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.73% | 148.43%-130.7pp | 122.11%-104.4pp | 478.89%-461.2pp |
| Employer contribution / active EE | $2,140 | $5,874-63.6% | $5,168-58.6% | $4,840-55.8% |
| Participant deferral / active EE | $4,909 | $6,357-22.8% | $5,569-11.8% | $6,343-22.6% |
| Admin fee / account holder | $2,852 | $19,820-85.6% | $16,245-82.4% | $12,316-76.8% |