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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 | $91,207 | $148,582-38.6% | $135,942-32.9% | $139,456-34.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 103.77% | 79.26%+24.5pp | 68.28%+35.5pp | 373.45%-269.7pp |
| Employer contribution / active EE | $6,543 | $5,245+24.8% | $4,858+34.7% | $4,753+37.7% |
| Participant deferral / active EE | $6,821 | $8,101-15.8% | $7,759-12.1% | $6,711+1.6% |
| Admin fee / account holder | $70,559 | $12,402+468.9% | $10,764+555.5% | $11,407+518.6% |