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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 | $118,236 | $208,088-43.2% | $186,193-36.5% | $154,746-23.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.71% | 89.97%-81.3pp | 78.03%-69.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,437 | $4,340-20.8% | $3,918-12.3% | $4,379-21.5% |
| Participant deferral / active EE | $3,611 | $7,078-49.0% | $6,513-44.6% | $6,730-46.3% |
| Admin fee / account holder | $34,845 | $11,698+197.9% | $11,058+215.1% | $14,365+142.6% |