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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 | $89,121 | $125,184-28.8% | $105,607-15.6% | $145,884-38.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.73% | 225.00%-216.3pp | 116.11%-107.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $8,139 | $3,720+118.8% | $3,167+157.0% | $4,662+74.6% |
| Participant deferral / active EE | $6,388 | $5,714+11.8% | $5,011+27.5% | $6,690-4.5% |
| Admin fee / account holder | $48,523 | $17,133+183.2% | $10,958+342.8% | $13,392+262.3% |