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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 | $91,675 | $160,070-42.7% | $147,117-37.7% | $145,897-37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,732 | $5,285-29.4% | $4,932-24.3% | $4,663-20.0% |
| Participant deferral / active EE | $5,136 | $8,419-39.0% | $8,065-36.3% | $6,689-23.2% |
| Admin fee / account holder | $38,983 | $15,035+159.3% | $12,993+200.0% | $13,390+191.1% |