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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 | $130,653 | $159,934-18.3% | $147,005-11.1% | $145,959-10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.18% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,691 | $5,287-49.1% | $4,934-45.5% | $4,661-42.3% |
| Participant deferral / active EE | $4,697 | $8,427-44.3% | $8,070-41.8% | $6,689-29.8% |
| Admin fee / account holder | $46,590 | $15,053+209.5% | $13,006+258.2% | $13,398+247.7% |