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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 | $68,250 | $160,040-57.4% | $147,096-53.6% | $145,877-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,531 | $5,289-52.1% | $4,936-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $37,074 | $8,429+339.8% | $8,071+359.3% | $6,691+454.1% |
| Admin fee / account holder | $10,008 | $15,050-33.5% | $13,005-23.0% | $13,402-25.3% |