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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 | $64,071 | $166,131-61.4% | $164,975-61.2% | $145,877-56.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.93% | 100.37%-86.4pp | 70.12%-56.2pp | 551.28%-537.4pp |
| Employer contribution / active EE | $9,830 | $5,276+86.3% | $4,343+126.4% | $4,663+110.8% |
| Participant deferral / active EE | $5,757 | $6,962-17.3% | $6,033-4.6% | $6,691-14.0% |
| Admin fee / account holder | $8,049 | $16,648-51.7% | $12,688-36.6% | $13,402-39.9% |