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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 | $144,598 | $160,040-9.6% | $147,096-1.7% | $145,877-0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,947 | $5,289-44.3% | $4,936-40.3% | $4,663-36.8% |
| Participant deferral / active EE | $7,177 | $8,429-14.9% | $8,071-11.1% | $6,691+7.3% |
| Admin fee / account holder | $2,242 | $15,050-85.1% | $13,005-82.8% | $13,402-83.3% |