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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 | $62,347 | $166,268-62.5% | $165,100-62.2% | $145,897-57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.82% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,880 | $5,284-26.6% | $4,348-10.8% | $4,663-16.8% |
| Participant deferral / active EE | $16,699 | $6,964+139.8% | $6,035+176.7% | $6,689+149.6% |
| Admin fee / account holder | $47,187 | $16,659+183.2% | $12,696+271.7% | $13,390+252.4% |