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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 | $62,550 | $160,028-60.9% | $147,080-57.5% | $145,884-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $4,513 | $5,286-14.6% | $4,933-8.5% | $4,662-3.2% |
| Participant deferral / active EE | $16,243 | $8,422+92.9% | $8,066+101.4% | $6,690+142.8% |
| Admin fee / account holder | $65,699 | $15,030+337.1% | $12,989+405.8% | $13,392+390.6% |