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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 | $60,280 | $160,070-62.3% | $147,117-59.0% | $145,897-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $6,524 | $5,285+23.5% | $4,932+32.3% | $4,663+39.9% |
| Participant deferral / active EE | $8,872 | $8,419+5.4% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $7,229 | $15,035-51.9% | $12,993-44.4% | $13,390-46.0% |