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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 | $107,405 | $160,028-32.9% | $147,080-27.0% | $145,884-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 98.60%-87.2pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,167 | $5,286-59.0% | $4,933-56.1% | $4,662-53.5% |
| Participant deferral / active EE | $7,050 | $8,422-16.3% | $8,066-12.6% | $6,690+5.4% |
| Admin fee / account holder | $2,134 | $15,030-85.8% | $12,989-83.6% | $13,392-84.1% |