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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 | $91,697 | $160,040-42.7% | $147,096-37.7% | $145,877-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 98.49%-82.9pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $4,015 | $5,289-24.1% | $4,936-18.7% | $4,663-13.9% |
| Participant deferral / active EE | $13,136 | $8,429+55.8% | $8,071+62.8% | $6,691+96.3% |
| Admin fee / account holder | $3,920 | $15,050-74.0% | $13,005-69.9% | $13,402-70.8% |