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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 | $64,347 | $217,432-70.4% | $185,851-65.4% | $167,553-61.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.87% | 148.43%-136.6pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $6,204 | $5,874+5.6% | $5,168+20.0% | $4,840+28.2% |
| Participant deferral / active EE | $3,668 | $6,357-42.3% | $5,569-34.1% | $6,343-42.2% |
| Admin fee / account holder | $1,389 | $19,820-93.0% | $16,245-91.4% | $12,316-88.7% |