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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 | $160,028-9.8% | $147,080-1.8% | $145,884-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.63% | 98.60%-78.0pp | 420.17%-399.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $8,141 | $5,286+54.0% | $4,933+65.0% | $4,662+74.6% |
| Participant deferral / active EE | $10,700 | $8,422+27.0% | $8,066+32.6% | $6,690+59.9% |
| Admin fee / account holder | $6,542 | $15,030-56.5% | $12,989-49.6% | $13,392-51.1% |