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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 | $79,543 | $160,070-50.3% | $147,117-45.9% | $145,897-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,962 | $5,285-25.0% | $4,932-19.7% | $4,663-15.0% |
| Participant deferral / active EE | $22,478 | $8,419+167.0% | $8,065+178.7% | $6,689+236.0% |
| Admin fee / account holder | $8,169 | $15,035-45.7% | $12,993-37.1% | $13,390-39.0% |