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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 | $129,971 | $160,028-18.8% | $147,080-11.6% | $145,884-10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.29% | 98.60%-77.3pp | 420.17%-398.9pp | 551.85%-530.6pp |
| Employer contribution / active EE | $2,566 | $5,286-51.4% | $4,933-48.0% | $4,662-45.0% |
| Participant deferral / active EE | $19,650 | $8,422+133.3% | $8,066+143.6% | $6,690+193.7% |
| Admin fee / account holder | $104,641 | $15,030+596.2% | $12,989+705.6% | $13,392+681.4% |