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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 | $138,959 | $160,040-13.2% | $147,096-5.5% | $145,877-4.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,342 | $5,289-74.6% | $4,936-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $8,850 | $8,429+5.0% | $8,071+9.7% | $6,691+32.3% |
| Admin fee / account holder | $4,125 | $15,050-72.6% | $13,005-68.3% | $13,402-69.2% |