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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 | $166,131-63.7% | $164,975-63.5% | $145,877-58.7% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 15.32% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-536.0pp |
| Employer contribution / active EE | $12,908 | $5,276+144.7% | $4,343+197.2% | $4,663+176.8% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $638 | $16,648-96.2% | $12,688-95.0% | $13,402-95.2% |