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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 | $66,307 | $160,070-58.6% | $147,117-54.9% | $145,897-54.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,006 | $5,285-43.1% | $4,932-39.0% | $4,663-35.5% |
| Participant deferral / active EE | $14,306 | $8,419+69.9% | $8,065+77.4% | $6,689+113.9% |
| Admin fee / account holder | $8,865 | $15,035-41.0% | $12,993-31.8% | $13,390-33.8% |