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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 | $66,018 | $160,028-58.7% | $147,080-55.1% | $145,884-54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,784 | $5,286-47.3% | $4,933-43.6% | $4,662-40.3% |
| Participant deferral / active EE | $10,693 | $8,422+27.0% | $8,066+32.6% | $6,690+59.8% |
| Admin fee / account holder | $24,986 | $15,030+66.2% | $12,989+92.4% | $13,392+86.6% |