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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 | $87,591 | $166,020-47.2% | $164,866-46.9% | $145,959-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $6,248 | $5,275+18.4% | $4,343+43.9% | $4,661+34.0% |
| Participant deferral / active EE | $13,683 | $6,961+96.6% | $6,033+126.8% | $6,689+104.6% |
| Admin fee / account holder | $42,905 | $16,644+157.8% | $12,689+238.1% | $13,398+220.2% |