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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 | $57,069 | $176,120-67.6% | $159,487-64.2% | $167,553-65.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.90% | 331.95%-319.0pp | 263.71%-250.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $10,729 | $5,299+102.5% | $4,831+122.1% | $4,840+121.7% |
| Participant deferral / active EE | $12,348 | $7,752+59.3% | $7,354+67.9% | $6,343+94.7% |
| Admin fee / account holder | $8,933 | $12,561-28.9% | $10,804-17.3% | $12,316-27.5% |