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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 | $91,205 | $159,934-43.0% | $147,005-38.0% | $145,959-37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $5,281 | $5,287-0.1% | $4,934+7.0% | $4,661+13.3% |
| Participant deferral / active EE | $14,019 | $8,427+66.3% | $8,070+73.7% | $6,689+109.6% |
| Admin fee / account holder | $84,811 | $15,053+463.4% | $13,006+552.1% | $13,398+533.0% |