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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 | $60,129 | $160,028-62.4% | $147,080-59.1% | $145,884-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 98.60%-77.0pp | 420.17%-398.6pp | 551.85%-530.3pp |
| Employer contribution / active EE | $30,491 | $5,286+476.9% | $4,933+518.1% | $4,662+554.0% |
| Participant deferral / active EE | $18,339 | $8,422+117.8% | $8,066+127.4% | $6,690+174.1% |
| Admin fee / account holder | $3,505 | $15,030-76.7% | $12,989-73.0% | $13,392-73.8% |