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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 | $114,799 | $160,028-28.3% | $147,080-21.9% | $145,884-21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.74% | 98.60%-77.9pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $11,536 | $5,286+118.2% | $4,933+133.8% | $4,662+147.4% |
| Participant deferral / active EE | $10,793 | $8,422+28.2% | $8,066+33.8% | $6,690+61.3% |
| Admin fee / account holder | $3,785 | $15,030-74.8% | $12,989-70.9% | $13,392-71.7% |