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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 | $54,065 | $176,105-69.3% | $159,474-66.1% | $167,536-67.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.90% | 331.91%-316.0pp | 263.68%-247.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,704 | $5,299-49.0% | $4,831-44.0% | $4,839-44.1% |
| Participant deferral / active EE | $11,697 | $7,751+50.9% | $7,353+59.1% | $6,342+84.4% |
| Admin fee / account holder | $25,962 | $12,559+106.7% | $10,802+140.3% | $12,315+110.8% |