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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 | $90,046 | $160,040-43.7% | $147,096-38.8% | $145,877-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,223 | $5,289-58.0% | $4,936-55.0% | $4,663-52.3% |
| Participant deferral / active EE | $6,160 | $8,429-26.9% | $8,071-23.7% | $6,691-7.9% |
| Admin fee / account holder | $2,076 | $15,050-86.2% | $13,005-84.0% | $13,402-84.5% |