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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 | $61,044 | $138,076-55.8% | $123,553-50.6% | $135,380-54.9% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | 8.47% | 153.70%-145.2pp | 119.21%-110.7pp | 519.81%-511.3pp |
| Employer contribution / active EE | $6,822 | $5,152+32.4% | $4,628+47.4% | $4,779+42.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,798 | $10,917-65.2% | $9,284-59.1% | $10,828-64.9% |