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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 | $126,956 | $160,028-20.7% | $147,080-13.7% | $145,884-13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,903 | $5,286-45.1% | $4,933-41.1% | $4,662-37.7% |
| Participant deferral / active EE | $10,405 | $8,422+23.5% | $8,066+29.0% | $6,690+55.5% |
| Admin fee / account holder | $67,249 | $15,030+347.4% | $12,989+417.7% | $13,392+402.2% |