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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 | $59,119 | $160,040-63.1% | $147,096-59.8% | $145,877-59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.00% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,689 | $5,289-68.1% | $4,936-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $11,887 | $8,429+41.0% | $8,071+47.3% | $6,691+77.7% |
| Admin fee / account holder | $9,151 | $15,050-39.2% | $13,005-29.6% | $13,402-31.7% |