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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 | $160,040-38.1% | $147,096-32.6% | $145,877-32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,626 | $5,289-69.3% | $4,936-67.0% | $4,663-65.1% |
| Participant deferral / active EE | $3,439 | $8,429-59.2% | $8,071-57.4% | $6,691-48.6% |
| Admin fee / account holder | $9,310 | $15,050-38.1% | $13,005-28.4% | $13,402-30.5% |