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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 | $118,202 | $160,028-26.1% | $147,080-19.6% | $145,884-19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,101 | $5,286-60.3% | $4,933-57.4% | $4,662-54.9% |
| Participant deferral / active EE | $6,306 | $8,422-25.1% | $8,066-21.8% | $6,690-5.7% |
| Admin fee / account holder | $21,442 | $15,030+42.7% | $12,989+65.1% | $13,392+60.1% |