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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 | $67,041 | $160,040-58.1% | $147,096-54.4% | $145,877-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,542 | $5,289-51.9% | $4,936-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $4,898 | $8,429-41.9% | $8,071-39.3% | $6,691-26.8% |
| Admin fee / account holder | $25,197 | $15,050+67.4% | $13,005+93.7% | $13,402+88.0% |