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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 | $96,473 | $159,934-39.7% | $147,005-34.4% | $145,959-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $8,000 | $5,287+51.3% | $4,934+62.1% | $4,661+71.6% |
| Participant deferral / active EE | $9,077 | $8,427+7.7% | $8,070+12.5% | $6,689+35.7% |
| Admin fee / account holder | $4,177 | $15,053-72.3% | $13,006-67.9% | $13,398-68.8% |