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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 | $81,932 | $160,070-48.8% | $147,117-44.3% | $145,897-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.43% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $8,643 | $5,285+63.5% | $4,932+75.2% | $4,663+85.4% |
| Participant deferral / active EE | $9,013 | $8,419+7.0% | $8,065+11.8% | $6,689+34.7% |
| Admin fee / account holder | $4,258 | $15,035-71.7% | $12,993-67.2% | $13,390-68.2% |