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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 | $58,022 | $183,988-68.5% | $162,177-64.2% | $152,897-62.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.10% | 150.79%-137.7pp | 115.60%-102.5pp | 345.43%-332.3pp |
| Employer contribution / active EE | $4,197 | $6,370-34.1% | $5,613-25.2% | $4,764-11.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,740 | $13,123+96.1% | $10,843+137.4% | $11,599+121.9% |