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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 | $152,053 | $160,028-5.0% | $147,080+3.4% | $145,884+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.20% | 98.60%-80.4pp | 420.17%-402.0pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,918 | $5,286-63.7% | $4,933-61.1% | $4,662-58.9% |
| Participant deferral / active EE | $5,701 | $8,422-32.3% | $8,066-29.3% | $6,690-14.8% |
| Admin fee / account holder | $1,426 | $15,030-90.5% | $12,989-89.0% | $13,392-89.4% |