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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 | $72,343 | $198,461-63.5% | $170,436-57.6% | $147,585-51.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.72% | 257.30%-245.6pp | 205.94%-194.2pp | 578.57%-566.9pp |
| Employer contribution / active EE | $1,432 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $2,784 | $5,629-50.6% | $4,939-43.6% | $5,439-48.8% |
| Admin fee / account holder | $14,127 | $16,852-16.2% | $13,880+1.8% | $10,885+29.8% |