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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 | $160,040-37.5% | $147,096-32.0% | $145,877-31.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,831 | $5,289-46.5% | $4,936-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $17,524 | $8,429+107.9% | $8,071+117.1% | $6,691+161.9% |
| Admin fee / account holder | $47,897 | $15,050+218.3% | $13,005+268.3% | $13,402+257.4% |