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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 | $121,032 | $160,040-24.4% | $147,096-17.7% | $145,877-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,278 | $5,289-38.0% | $4,936-33.6% | $4,663-29.7% |
| Participant deferral / active EE | $4,440 | $8,429-47.3% | $8,071-45.0% | $6,691-33.6% |
| Admin fee / account holder | $1,473 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |