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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 | $96,912 | $160,070-39.5% | $147,117-34.1% | $145,897-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.93% | 98.69%-79.8pp | 420.54%-401.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $6,823 | $5,285+29.1% | $4,932+38.3% | $4,663+46.3% |
| Participant deferral / active EE | $15,278 | $8,419+81.5% | $8,065+89.4% | $6,689+128.4% |
| Admin fee / account holder | $7,167 | $15,035-52.3% | $12,993-44.8% | $13,390-46.5% |