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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 | $81,226 | $160,040-49.2% | $147,096-44.8% | $145,877-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $8,333 | $5,289+57.5% | $4,936+68.8% | $4,663+78.7% |
| Participant deferral / active EE | $5,983 | $8,429-29.0% | $8,071-25.9% | $6,691-10.6% |
| Admin fee / account holder | $1,153 | $15,050-92.3% | $13,005-91.1% | $13,402-91.4% |