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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 | $53,956 | $138,076-60.9% | $123,553-56.3% | $135,380-60.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.66% | 153.70%-151.0pp | 119.21%-116.5pp | 519.81%-517.1pp |
| Employer contribution / active EE | $8,804 | $5,152+70.9% | $4,628+90.2% | $4,779+84.2% |
| Participant deferral / active EE | $5,621 | $6,800-17.3% | $6,426-12.5% | $5,609+0.2% |
| Admin fee / account holder | $3,148 | $10,917-71.2% | $9,284-66.1% | $10,828-70.9% |