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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 | $80,528 | $160,028-49.7% | $147,080-45.2% | $145,884-44.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.52% | 98.60%-86.1pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,735 | $5,286-48.3% | $4,933-44.6% | $4,662-41.3% |
| Participant deferral / active EE | $13,578 | $8,422+61.2% | $8,066+68.3% | $6,690+103.0% |
| Admin fee / account holder | $9,605 | $15,030-36.1% | $12,989-26.1% | $13,392-28.3% |