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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 | $62,463 | $176,105-64.5% | $159,474-60.8% | $167,536-62.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 331.91%-316.2pp | 263.68%-248.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $9,265 | $5,299+74.8% | $4,831+91.8% | $4,839+91.5% |
| Participant deferral / active EE | $14,426 | $7,751+86.1% | $7,353+96.2% | $6,342+127.5% |
| Admin fee / account holder | $7,182 | $12,559-42.8% | $10,802-33.5% | $12,315-41.7% |