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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 | $144,002 | $160,070-10.0% | $147,117-2.1% | $145,897-1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.68% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,759 | $5,285-47.8% | $4,932-44.1% | $4,663-40.8% |
| Participant deferral / active EE | $8,715 | $8,419+3.5% | $8,065+8.1% | $6,689+30.3% |
| Admin fee / account holder | $5,002 | $15,035-66.7% | $12,993-61.5% | $13,390-62.6% |