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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 | $107,773 | $160,040-32.7% | $147,096-26.7% | $145,877-26.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,571 | $5,289+24.2% | $4,936+33.1% | $4,663+40.9% |
| Participant deferral / active EE | $6,694 | $8,429-20.6% | $8,071-17.1% | $6,691+0.1% |
| Admin fee / account holder | $30,301 | $15,050+101.3% | $13,005+133.0% | $13,402+126.1% |