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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 | $98,936 | $160,040-38.2% | $147,096-32.7% | $145,877-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $10,340 | $5,289+95.5% | $4,936+109.5% | $4,663+121.7% |
| Participant deferral / active EE | $2,871 | $8,429-65.9% | $8,071-64.4% | $6,691-57.1% |
| Admin fee / account holder | $54,530 | $15,050+262.3% | $13,005+319.3% | $13,402+306.9% |