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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 | $86,230 | $125,184-31.1% | $105,607-18.3% | $145,884-40.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 225.00%-209.9pp | 116.11%-101.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $12,889 | $3,720+246.5% | $3,167+307.0% | $4,662+176.5% |
| Participant deferral / active EE | $6,648 | $5,714+16.3% | $5,011+32.7% | $6,690-0.6% |
| Admin fee / account holder | $1,882 | $17,133-89.0% | $10,958-82.8% | $13,392-85.9% |