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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 | $130,275 | $160,040-18.6% | $147,096-11.4% | $145,877-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.78% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,858 | $5,289-27.1% | $4,936-21.8% | $4,663-17.3% |
| Participant deferral / active EE | $11,439 | $8,429+35.7% | $8,071+41.7% | $6,691+71.0% |
| Admin fee / account holder | $10,018 | $15,050-33.4% | $13,005-23.0% | $13,402-25.2% |