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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 | $96,571 | $160,040-39.7% | $147,096-34.3% | $145,877-33.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,979 | $5,289-43.7% | $4,936-39.6% | $4,663-36.1% |
| Participant deferral / active EE | $11,044 | $8,429+31.0% | $8,071+36.8% | $6,691+65.1% |
| Admin fee / account holder | $28,308 | $15,050+88.1% | $13,005+117.7% | $13,402+111.2% |