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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 | $100,508 | $138,075-27.2% | $123,552-18.7% | $135,379-25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.22% | 153.70%-148.5pp | 119.20%-114.0pp | 519.79%-514.6pp |
| Employer contribution / active EE | $2,937 | $5,152-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $2,740 | $6,800-59.7% | $6,426-57.4% | $5,609-51.2% |
| Admin fee / account holder | $7,390 | $10,917-32.3% | $9,285-20.4% | $10,828-31.7% |