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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 | $126,594 | $160,028-20.9% | $147,080-13.9% | $145,884-13.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 98.60%-82.9pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $4,100 | $5,286-22.4% | $4,933-16.9% | $4,662-12.1% |
| Participant deferral / active EE | $14,430 | $8,422+71.3% | $8,066+78.9% | $6,690+115.7% |
| Admin fee / account holder | $25,296 | $15,030+68.3% | $12,989+94.7% | $13,392+88.9% |