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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 | $103,683 | $160,040-35.2% | $147,096-29.5% | $145,877-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.94% | 98.49%-52.6pp | 419.75%-373.8pp | 551.28%-505.3pp |
| Employer contribution / active EE | $3,822 | $5,289-27.8% | $4,936-22.6% | $4,663-18.0% |
| Participant deferral / active EE | $17,945 | $8,429+112.9% | $8,071+122.3% | $6,691+168.2% |
| Admin fee / account holder | $11,933 | $15,050-20.7% | $13,005-8.2% | $13,402-11.0% |