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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 | $160,070-41.9% | $147,117-36.7% | $145,897-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,619 | $5,285-31.5% | $4,932-26.6% | $4,663-22.4% |
| Participant deferral / active EE | $4,080 | $8,419-51.5% | $8,065-49.4% | $6,689-39.0% |
| Admin fee / account holder | $34,225 | $15,035+127.6% | $12,993+163.4% | $13,390+155.6% |