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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 | $52,520 | $159,934-67.2% | $147,005-64.3% | $145,959-64.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,319 | $5,287-37.2% | $4,934-32.7% | $4,661-28.8% |
| Participant deferral / active EE | $6,071 | $8,427-28.0% | $8,070-24.8% | $6,689-9.2% |
| Admin fee / account holder | $16,466 | $15,053+9.4% | $13,006+26.6% | $13,398+22.9% |