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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 | $139,204 | $160,028-13.0% | $147,080-5.4% | $145,884-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.60%-86.9pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,320 | $5,286-75.0% | $4,933-73.2% | $4,662-71.7% |
| Participant deferral / active EE | $4,305 | $8,422-48.9% | $8,066-46.6% | $6,690-35.7% |
| Admin fee / account holder | $14,101 | $15,030-6.2% | $12,989+8.6% | $13,392+5.3% |