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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 | $61,380 | $160,070-61.7% | $147,117-58.3% | $145,897-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,296 | $5,285-37.6% | $4,932-33.2% | $4,663-29.3% |
| Participant deferral / active EE | $8,028 | $8,419-4.7% | $8,065-0.5% | $6,689+20.0% |
| Admin fee / account holder | $3,645 | $15,035-75.8% | $12,993-71.9% | $13,390-72.8% |