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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 | $101,646 | $160,070-36.5% | $147,117-30.9% | $145,897-30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,148 | $5,285-40.4% | $4,932-36.2% | $4,663-32.5% |
| Participant deferral / active EE | $6,154 | $8,419-26.9% | $8,065-23.7% | $6,689-8.0% |
| Admin fee / account holder | $13,827 | $15,035-8.0% | $12,993+6.4% | $13,390+3.3% |