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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 | $62,406 | $176,105-64.6% | $159,474-60.9% | $167,536-62.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $9,172 | $5,299+73.1% | $4,831+89.9% | $4,839+89.5% |
| Participant deferral / active EE | $5,593 | $7,751-27.8% | $7,353-23.9% | $6,342-11.8% |
| Admin fee / account holder | $1,620 | $12,559-87.1% | $10,802-85.0% | $12,315-86.8% |