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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 | $154,083 | $160,070-3.7% | $147,117+4.7% | $145,897+5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,988 | $5,285-62.4% | $4,932-59.7% | $4,663-57.4% |
| Participant deferral / active EE | $4,624 | $8,419-45.1% | $8,065-42.7% | $6,689-30.9% |
| Admin fee / account holder | $129,395 | $15,035+760.6% | $12,993+895.9% | $13,390+866.3% |