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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 | $55,755 | $160,070-65.2% | $147,117-62.1% | $145,897-61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,928 | $5,285-44.6% | $4,932-40.6% | $4,663-37.2% |
| Participant deferral / active EE | $11,945 | $8,419+41.9% | $8,065+48.1% | $6,689+78.6% |
| Admin fee / account holder | $31,321 | $15,035+108.3% | $12,993+141.1% | $13,390+133.9% |