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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 | $53,718 | $166,242-67.7% | $165,071-67.5% | $145,884-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.13% | 100.44%-91.3pp | 70.17%-61.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $5,973 | $5,283+13.1% | $4,347+37.4% | $4,662+28.1% |
| Participant deferral / active EE | $4,823 | $6,964-30.7% | $6,035-20.1% | $6,690-27.9% |
| Admin fee / account holder | $38,423 | $16,658+130.7% | $12,695+202.7% | $13,392+186.9% |