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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 | $98,951 | $160,028-38.2% | $147,080-32.7% | $145,884-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 98.60%-88.5pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,151 | $5,286-59.3% | $4,933-56.4% | $4,662-53.9% |
| Participant deferral / active EE | $9,857 | $8,422+17.0% | $8,066+22.2% | $6,690+47.3% |
| Admin fee / account holder | $18,477 | $15,030+22.9% | $12,989+42.3% | $13,392+38.0% |