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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 | $99,094 | $160,070-38.1% | $147,117-32.6% | $145,897-32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,626 | $5,285-69.2% | $4,932-67.0% | $4,663-65.1% |
| Participant deferral / active EE | $3,439 | $8,419-59.2% | $8,065-57.4% | $6,689-48.6% |
| Admin fee / account holder | $9,310 | $15,035-38.1% | $12,993-28.3% | $13,390-30.5% |