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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 | $144,390 | $160,040-9.8% | $147,096-1.8% | $145,877-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.63% | 98.49%-77.9pp | 419.75%-399.1pp | 551.28%-530.7pp |
| Employer contribution / active EE | $8,141 | $5,289+53.9% | $4,936+64.9% | $4,663+74.6% |
| Participant deferral / active EE | $10,700 | $8,429+26.9% | $8,071+32.6% | $6,691+59.9% |
| Admin fee / account holder | $6,542 | $15,050-56.5% | $13,005-49.7% | $13,402-51.2% |