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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 | $73,320 | $159,978-54.2% | $147,041-50.1% | $145,978-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 98.36%-80.0pp | 419.21%-400.8pp | 550.52%-532.2pp |
| Employer contribution / active EE | $3,206 | $5,288-39.4% | $4,935-35.0% | $4,662-31.2% |
| Participant deferral / active EE | $12,613 | $8,429+49.6% | $8,071+56.3% | $6,690+88.5% |
| Admin fee / account holder | $2,806 | $15,053-81.4% | $13,006-78.4% | $13,400-79.1% |