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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 | $88,901 | $159,978-44.4% | $147,041-39.5% | $145,978-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,147 | $5,288-59.4% | $4,935-56.5% | $4,662-53.9% |
| Participant deferral / active EE | $7,910 | $8,429-6.2% | $8,071-2.0% | $6,690+18.2% |
| Admin fee / account holder | $11,425 | $15,053-24.1% | $13,006-12.2% | $13,400-14.7% |