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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 | $108,270 | $160,040-32.3% | $147,096-26.4% | $145,877-25.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,739 | $5,289-67.1% | $4,936-64.8% | $4,663-62.7% |
| Participant deferral / active EE | $14,463 | $8,429+71.6% | $8,071+79.2% | $6,691+116.2% |
| Admin fee / account holder | $14,519 | $15,050-3.5% | $13,005+11.6% | $13,402+8.3% |