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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 | $60,248 | $166,268-63.8% | $165,100-63.5% | $145,897-58.7% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 15.32% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $12,908 | $5,284+144.3% | $4,348+196.9% | $4,663+176.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $638 | $16,659-96.2% | $12,696-95.0% | $13,390-95.2% |