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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 | $99,096 | $176,105-43.7% | $159,474-37.9% | $167,536-40.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.83% | 331.91%-321.1pp | 263.68%-252.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $5,523 | $5,299+4.2% | $4,831+14.3% | $4,839+14.1% |
| Participant deferral / active EE | $16,516 | $7,751+113.1% | $7,353+124.6% | $6,342+160.4% |
| Admin fee / account holder | $55,434 | $12,559+341.4% | $10,802+413.2% | $12,315+350.2% |