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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 | $90,636 | $160,070-43.4% | $147,117-38.4% | $145,897-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.46% | 98.69%-76.2pp | 420.54%-398.1pp | 552.29%-529.8pp |
| Employer contribution / active EE | $3,223 | $5,285-39.0% | $4,932-34.7% | $4,663-30.9% |
| Participant deferral / active EE | $7,037 | $8,419-16.4% | $8,065-12.7% | $6,689+5.2% |
| Admin fee / account holder | $1,231 | $15,035-91.8% | $12,993-90.5% | $13,390-90.8% |