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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 | $93,062 | $160,040-41.9% | $147,096-36.7% | $145,877-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,619 | $5,289-31.6% | $4,936-26.7% | $4,663-22.4% |
| Participant deferral / active EE | $4,080 | $8,429-51.6% | $8,071-49.4% | $6,691-39.0% |
| Admin fee / account holder | $34,225 | $15,050+127.4% | $13,005+163.2% | $13,402+155.4% |