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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 | $91,709 | $160,028-42.7% | $147,080-37.6% | $145,884-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.35% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $4,807 | $5,286-9.1% | $4,933-2.6% | $4,662+3.1% |
| Participant deferral / active EE | $10,661 | $8,422+26.6% | $8,066+32.2% | $6,690+59.4% |
| Admin fee / account holder | $3,171 | $15,030-78.9% | $12,989-75.6% | $13,392-76.3% |