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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 | $143,207 | $160,040-10.5% | $147,096-2.6% | $145,877-1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,377 | $5,289-36.2% | $4,936-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $8,789 | $8,429+4.3% | $8,071+8.9% | $6,691+31.4% |
| Admin fee / account holder | $49,899 | $15,050+231.6% | $13,005+283.7% | $13,402+272.3% |