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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 | $54,693 | $159,978-65.8% | $147,041-62.8% | $145,978-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $8,130 | $5,288+53.7% | $4,935+64.7% | $4,662+74.4% |
| Participant deferral / active EE | $4,197 | $8,429-50.2% | $8,071-48.0% | $6,690-37.3% |
| Admin fee / account holder | $1,702 | $15,053-88.7% | $13,006-86.9% | $13,400-87.3% |