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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 | $160,028-44.4% | $147,080-39.6% | $145,884-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,147 | $5,286-59.4% | $4,933-56.5% | $4,662-54.0% |
| Participant deferral / active EE | $7,910 | $8,422-6.1% | $8,066-1.9% | $6,690+18.2% |
| Admin fee / account holder | $11,425 | $15,030-24.0% | $12,989-12.0% | $13,392-14.7% |