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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 | $96,433 | $160,028-39.7% | $147,080-34.4% | $145,884-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,645 | $5,286-68.9% | $4,933-66.7% | $4,662-64.7% |
| Participant deferral / active EE | $3,370 | $8,422-60.0% | $8,066-58.2% | $6,690-49.6% |
| Admin fee / account holder | $636 | $15,030-95.8% | $12,989-95.1% | $13,392-95.3% |