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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 | $160,070-39.7% | $147,117-34.4% | $145,897-33.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,979 | $5,285-43.6% | $4,932-39.6% | $4,663-36.1% |
| Participant deferral / active EE | $11,044 | $8,419+31.2% | $8,065+36.9% | $6,689+65.1% |
| Admin fee / account holder | $28,308 | $15,035+88.3% | $12,993+117.9% | $13,390+111.4% |