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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 | $136,544 | $160,028-14.7% | $147,080-7.2% | $145,884-6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.60%-84.2pp | 420.17%-405.8pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,636 | $5,286-12.3% | $4,933-6.0% | $4,662-0.6% |
| Participant deferral / active EE | $10,864 | $8,422+29.0% | $8,066+34.7% | $6,690+62.4% |
| Admin fee / account holder | $3,576 | $15,030-76.2% | $12,989-72.5% | $13,392-73.3% |