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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 | $43,075 | $138,076-68.8% | $123,553-65.1% | $135,380-68.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.14% | 153.70%-151.6pp | 119.21%-117.1pp | 519.81%-517.7pp |
| Employer contribution / active EE | $5,503 | $5,152+6.8% | $4,628+18.9% | $4,779+15.2% |
| Participant deferral / active EE | $13,330 | $6,800+96.0% | $6,426+107.4% | $5,609+137.7% |
| Admin fee / account holder | $12,481 | $10,917+14.3% | $9,284+34.4% | $10,828+15.3% |