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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 | $94,332 | $160,040-41.1% | $147,096-35.9% | $145,877-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.52% | 98.49%-77.0pp | 419.75%-398.2pp | 551.28%-529.8pp |
| Employer contribution / active EE | $10,078 | $5,289+90.5% | $4,936+104.2% | $4,663+116.1% |
| Participant deferral / active EE | $26,963 | $8,429+219.9% | $8,071+234.1% | $6,691+303.0% |
| Admin fee / account holder | $4,365 | $15,050-71.0% | $13,005-66.4% | $13,402-67.4% |