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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 | $62,795 | $209,425-70.0% | $178,499-64.8% | $158,966-60.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.91% | 188.80%-175.9pp | 151.10%-138.2pp | 302.95%-290.0pp |
| Employer contribution / active EE | $13,974 | $5,707+144.8% | $5,011+178.9% | $4,762+193.4% |
| Participant deferral / active EE | $3,396 | $5,955-43.0% | $5,202-34.7% | $5,983-43.2% |
| Admin fee / account holder | $16,330 | $17,078-4.4% | $13,986+16.8% | $11,250+45.2% |