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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 | $92,629 | $175,231-47.1% | $149,696-38.1% | $139,466-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.88% | 166.77%-153.9pp | 134.46%-121.6pp | 373.66%-360.8pp |
| Employer contribution / active EE | $11,000 | $5,478+100.8% | $4,821+128.2% | $4,754+131.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,444 | $16,155-91.1% | $13,212-89.1% | $11,409-87.3% |