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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 | $56,949 | $160,028-64.4% | $147,080-61.3% | $145,884-61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.24% | 98.60%-71.4pp | 420.17%-392.9pp | 551.85%-524.6pp |
| Employer contribution / active EE | $5,965 | $5,286+12.9% | $4,933+20.9% | $4,662+27.9% |
| Participant deferral / active EE | $20,550 | $8,422+144.0% | $8,066+154.8% | $6,690+207.2% |
| Admin fee / account holder | $11,389 | $15,030-24.2% | $12,989-12.3% | $13,392-15.0% |