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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 | $90,578 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,168 | $5,285+35.6% | $4,932+45.3% | $4,663+53.7% |
| Participant deferral / active EE | $7,549 | $8,419-10.3% | $8,065-6.4% | $6,689+12.9% |
| Admin fee / account holder | $118,697 | $15,035+689.5% | $12,993+813.6% | $13,390+786.4% |