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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 | $98,197 | $160,040-38.6% | $147,096-33.2% | $145,877-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,933 | $5,289+50.0% | $4,936+60.7% | $4,663+70.1% |
| Participant deferral / active EE | $11,475 | $8,429+36.1% | $8,071+42.2% | $6,691+71.5% |
| Admin fee / account holder | $6,505 | $15,050-56.8% | $13,005-50.0% | $13,402-51.5% |