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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 | $119,198 | $160,070-25.5% | $147,117-19.0% | $145,897-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,369 | $5,285-55.2% | $4,932-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $5,799 | $8,419-31.1% | $8,065-28.1% | $6,689-13.3% |
| Admin fee / account holder | $4,716 | $15,035-68.6% | $12,993-63.7% | $13,390-64.8% |