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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 | $135,334 | $160,028-15.4% | $147,080-8.0% | $145,884-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.51% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,407 | $5,286-16.6% | $4,933-10.7% | $4,662-5.5% |
| Participant deferral / active EE | $11,000 | $8,422+30.6% | $8,066+36.4% | $6,690+64.4% |
| Admin fee / account holder | $1,178 | $15,030-92.2% | $12,989-90.9% | $13,392-91.2% |