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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 | $107,587 | $160,070-32.8% | $147,117-26.9% | $145,897-26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,338 | $5,285-17.9% | $4,932-12.0% | $4,663-7.0% |
| Participant deferral / active EE | $11,026 | $8,419+31.0% | $8,065+36.7% | $6,689+64.8% |
| Admin fee / account holder | $2,869 | $15,035-80.9% | $12,993-77.9% | $13,390-78.6% |