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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 | $57,908 | $160,040-63.8% | $147,096-60.6% | $145,877-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.77% | 98.49%-72.7pp | 419.75%-394.0pp | 551.28%-525.5pp |
| Employer contribution / active EE | $1,350 | $5,289-74.5% | $4,936-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $11,232 | $8,429+33.3% | $8,071+39.2% | $6,691+67.9% |
| Admin fee / account holder | $2,839 | $15,050-81.1% | $13,005-78.2% | $13,402-78.8% |