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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 | $70,799 | $160,040-55.8% | $147,096-51.9% | $145,877-51.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.91% | 98.49%-80.6pp | 419.75%-401.8pp | 551.28%-533.4pp |
| Employer contribution / active EE | $10,076 | $5,289+90.5% | $4,936+104.1% | $4,663+116.1% |
| Participant deferral / active EE | $11,760 | $8,429+39.5% | $8,071+45.7% | $6,691+75.8% |
| Admin fee / account holder | $9,457 | $15,050-37.2% | $13,005-27.3% | $13,402-29.4% |