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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 | $67,257 | $160,028-58.0% | $147,080-54.3% | $145,884-53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $9,267 | $5,286+75.3% | $4,933+87.8% | $4,662+98.8% |
| Participant deferral / active EE | $8,409 | $8,422-0.2% | $8,066+4.2% | $6,690+25.7% |
| Admin fee / account holder | $6,086 | $15,030-59.5% | $12,989-53.1% | $13,392-54.6% |