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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 | $87,808 | $160,028-45.1% | $147,080-40.3% | $145,884-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,570 | $5,286-32.5% | $4,933-27.6% | $4,662-23.4% |
| Participant deferral / active EE | $11,869 | $8,422+40.9% | $8,066+47.1% | $6,690+77.4% |
| Admin fee / account holder | $3,495 | $15,030-76.7% | $12,989-73.1% | $13,392-73.9% |