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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 | $130,236 | $160,028-18.6% | $147,080-11.5% | $145,884-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,043 | $5,286-61.3% | $4,933-58.6% | $4,662-56.2% |
| Participant deferral / active EE | $3,156 | $8,422-62.5% | $8,066-60.9% | $6,690-52.8% |
| Admin fee / account holder | $66,156 | $15,030+340.2% | $12,989+409.3% | $13,392+394.0% |