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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 | $119,302 | $160,028-25.4% | $147,080-18.9% | $145,884-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $7,065 | $5,286+33.7% | $4,933+43.2% | $4,662+51.5% |
| Participant deferral / active EE | $4,958 | $8,422-41.1% | $8,066-38.5% | $6,690-25.9% |
| Admin fee / account holder | $5,227 | $15,030-65.2% | $12,989-59.8% | $13,392-61.0% |