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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 | $200,398 | $159,934+25.3% | $147,005+36.3% | $145,959+37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 98.24%-88.1pp | 418.76%-408.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,841 | $5,287-27.4% | $4,934-22.2% | $4,661-17.6% |
| Participant deferral / active EE | $16,427 | $8,427+94.9% | $8,070+103.6% | $6,689+145.6% |
| Admin fee / account holder | $1,748 | $15,053-88.4% | $13,006-86.6% | $13,398-87.0% |