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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 | $138,245 | $160,040-13.6% | $147,096-6.0% | $145,877-5.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.45% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,358 | $5,289-55.4% | $4,936-52.2% | $4,663-49.4% |
| Participant deferral / active EE | $15,571 | $8,429+84.7% | $8,071+92.9% | $6,691+132.7% |
| Admin fee / account holder | $49,534 | $15,050+229.1% | $13,005+280.9% | $13,402+269.6% |