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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 | $96,196 | $160,070-39.9% | $147,117-34.6% | $145,897-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,832 | $5,285-27.5% | $4,932-22.3% | $4,663-17.8% |
| Participant deferral / active EE | $8,357 | $8,419-0.7% | $8,065+3.6% | $6,689+24.9% |
| Admin fee / account holder | $12,059 | $15,035-19.8% | $12,993-7.2% | $13,390-9.9% |