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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 | $56,964 | $160,028-64.4% | $147,080-61.3% | $145,884-61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.79% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $2,881 | $5,286-45.5% | $4,933-41.6% | $4,662-38.2% |
| Participant deferral / active EE | $3,575 | $8,422-57.5% | $8,066-55.7% | $6,690-46.6% |
| Admin fee / account holder | $104,521 | $15,030+595.4% | $12,989+704.7% | $13,392+680.5% |