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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 | $55,509 | $102,595-45.9% | $94,057-41.0% | $154,746-64.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.38% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,353 | $3,147+6.5% | $2,933+14.3% | $4,379-23.4% |
| Participant deferral / active EE | $11,548 | $5,118+125.6% | $4,709+145.2% | $6,730+71.6% |
| Admin fee / account holder | $1,231 | $7,736-84.1% | $7,244-83.0% | $14,365-91.4% |