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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 | $124,210 | $159,978-22.4% | $147,041-15.5% | $145,978-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.07% | 98.36%-75.3pp | 419.21%-396.1pp | 550.52%-527.5pp |
| Employer contribution / active EE | $3,197 | $5,288-39.5% | $4,935-35.2% | $4,662-31.4% |
| Participant deferral / active EE | $4,744 | $8,429-43.7% | $8,071-41.2% | $6,690-29.1% |
| Admin fee / account holder | $3,518 | $15,053-76.6% | $13,006-72.9% | $13,400-73.7% |