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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 | $144,298 | $160,028-9.8% | $147,080-1.9% | $145,884-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,900 | $5,286-45.1% | $4,933-41.2% | $4,662-37.8% |
| Participant deferral / active EE | $11,752 | $8,422+39.5% | $8,066+45.7% | $6,690+75.7% |
| Admin fee / account holder | $3,547 | $15,030-76.4% | $12,989-72.7% | $13,392-73.5% |