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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 | $69,541 | $160,040-56.5% | $147,096-52.7% | $145,877-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $8,797 | $5,289+66.3% | $4,936+78.2% | $4,663+88.7% |
| Participant deferral / active EE | $34,290 | $8,429+306.8% | $8,071+324.9% | $6,691+412.5% |
| Admin fee / account holder | $10,088 | $15,050-33.0% | $13,005-22.4% | $13,402-24.7% |