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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 | $97,720 | $160,070-39.0% | $147,117-33.6% | $145,897-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.71% | 98.69%-77.0pp | 420.54%-398.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $1,906 | $5,285-63.9% | $4,932-61.4% | $4,663-59.1% |
| Participant deferral / active EE | $3,509 | $8,419-58.3% | $8,065-56.5% | $6,689-47.5% |
| Admin fee / account holder | $27,005 | $15,035+79.6% | $12,993+107.8% | $13,390+101.7% |