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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 | $74,421 | $160,070-53.5% | $147,117-49.4% | $145,897-49.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.83% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $4,178 | $5,285-20.9% | $4,932-15.3% | $4,663-10.4% |
| Participant deferral / active EE | $8,343 | $8,419-0.9% | $8,065+3.4% | $6,689+24.7% |
| Admin fee / account holder | $154,861 | $15,035+930.0% | $12,993+1091.9% | $13,390+1056.5% |