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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 | $126,362 | $160,040-21.0% | $147,096-14.1% | $145,877-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.01% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,666 | $5,289-30.7% | $4,936-25.7% | $4,663-21.4% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.3% | $6,691-46.1% |
| Admin fee / account holder | $7,456 | $15,050-50.5% | $13,005-42.7% | $13,402-44.4% |