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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 | $166,131-62.5% | $164,975-62.2% | $145,877-57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.82% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,880 | $5,276-26.5% | $4,343-10.7% | $4,663-16.8% |
| Participant deferral / active EE | $16,699 | $6,962+139.9% | $6,033+176.8% | $6,691+149.6% |
| Admin fee / account holder | $47,187 | $16,648+183.4% | $12,688+271.9% | $13,402+252.1% |