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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 | $74,188 | $160,070-53.7% | $147,117-49.6% | $145,897-49.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.08% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $6,422 | $5,285+21.5% | $4,932+30.2% | $4,663+37.7% |
| Participant deferral / active EE | $12,164 | $8,419+44.5% | $8,065+50.8% | $6,689+81.8% |
| Admin fee / account holder | $8,477 | $15,035-43.6% | $12,993-34.8% | $13,390-36.7% |