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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 | $140,466 | $160,028-12.2% | $147,080-4.5% | $145,884-3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $4,982 | $5,286-5.8% | $4,933+1.0% | $4,662+6.9% |
| Participant deferral / active EE | $14,123 | $8,422+67.7% | $8,066+75.1% | $6,690+111.1% |
| Admin fee / account holder | $64,538 | $15,030+329.4% | $12,989+396.9% | $13,392+381.9% |