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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 | $54,429 | $217,427-75.0% | $185,837-70.7% | $167,518-67.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.54% | 148.39%-131.9pp | 122.08%-105.5pp | 478.71%-462.2pp |
| Employer contribution / active EE | $8,925 | $5,874+51.9% | $5,168+72.7% | $4,838+84.4% |
| Participant deferral / active EE | $6,182 | $6,357-2.7% | $5,568+11.0% | $6,342-2.5% |
| Admin fee / account holder | $1,286 | $19,816-93.5% | $16,241-92.1% | $12,312-89.6% |