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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 | $147,686 | $160,070-7.7% | $147,117+0.4% | $145,897+1.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,294 | $5,285-37.7% | $4,932-33.2% | $4,663-29.4% |
| Participant deferral / active EE | $6,741 | $8,419-19.9% | $8,065-16.4% | $6,689+0.8% |
| Admin fee / account holder | $9,351 | $15,035-37.8% | $12,993-28.0% | $13,390-30.2% |