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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 | $112,323 | $160,040-29.8% | $147,096-23.6% | $145,877-23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $5,153 | $5,289-2.6% | $4,936+4.4% | $4,663+10.5% |
| Participant deferral / active EE | $7,044 | $8,429-16.4% | $8,071-12.7% | $6,691+5.3% |
| Admin fee / account holder | $2,587 | $15,050-82.8% | $13,005-80.1% | $13,402-80.7% |