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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 | $127,912 | $160,028-20.1% | $147,080-13.0% | $145,884-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,203 | $5,286-39.4% | $4,933-35.1% | $4,662-31.3% |
| Participant deferral / active EE | $8,814 | $8,422+4.7% | $8,066+9.3% | $6,690+31.8% |
| Admin fee / account holder | $13,536 | $15,030-9.9% | $12,989+4.2% | $13,392+1.1% |