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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 | $105,948 | $166,268-36.3% | $165,100-35.8% | $145,897-27.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.50% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,323 | $5,284+0.7% | $4,348+22.4% | $4,663+14.2% |
| Participant deferral / active EE | $14,713 | $6,964+111.3% | $6,035+143.8% | $6,689+120.0% |
| Admin fee / account holder | $62,834 | $16,659+277.2% | $12,696+394.9% | $13,390+369.3% |