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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 | $160,028-10.5% | $147,080-2.6% | $145,884-1.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,377 | $5,286-36.1% | $4,933-31.6% | $4,662-27.6% |
| Participant deferral / active EE | $8,789 | $8,422+4.4% | $8,066+9.0% | $6,690+31.4% |
| Admin fee / account holder | $49,899 | $15,030+232.0% | $12,989+284.2% | $13,392+272.6% |