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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 | $56,551 | $160,070-64.7% | $147,117-61.6% | $145,897-61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,782 | $5,285-28.4% | $4,932-23.3% | $4,663-18.9% |
| Participant deferral / active EE | $15,120 | $8,419+79.6% | $8,065+87.5% | $6,689+126.0% |
| Admin fee / account holder | $1,637 | $15,035-89.1% | $12,993-87.4% | $13,390-87.8% |