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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 | $100,030 | $160,070-37.5% | $147,117-32.0% | $145,897-31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,831 | $5,285-46.4% | $4,932-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $17,524 | $8,419+108.1% | $8,065+117.3% | $6,689+162.0% |
| Admin fee / account holder | $47,897 | $15,035+218.6% | $12,993+268.6% | $13,390+257.7% |