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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 | $51,257 | $160,040-68.0% | $147,096-65.2% | $145,877-64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,230 | $5,289-57.8% | $4,936-54.8% | $4,663-52.2% |
| Participant deferral / active EE | $6,161 | $8,429-26.9% | $8,071-23.7% | $6,691-7.9% |
| Admin fee / account holder | $13,977 | $15,050-7.1% | $13,005+7.5% | $13,402+4.3% |