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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 | $73,316 | $160,028-54.2% | $147,080-50.2% | $145,884-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 98.60%-82.9pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,647 | $5,286-31.0% | $4,933-26.1% | $4,662-21.8% |
| Participant deferral / active EE | $8,032 | $8,422-4.6% | $8,066-0.4% | $6,690+20.1% |
| Admin fee / account holder | $23,677 | $15,030+57.5% | $12,989+82.3% | $13,392+76.8% |