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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 | $58,723 | $159,934-63.3% | $147,005-60.1% | $145,959-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.25% | 98.24%-68.0pp | 418.76%-388.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $2,387 | $5,287-54.9% | $4,934-51.6% | $4,661-48.8% |
| Participant deferral / active EE | $6,575 | $8,427-22.0% | $8,070-18.5% | $6,689-1.7% |
| Admin fee / account holder | $1,396 | $15,053-90.7% | $13,006-89.3% | $13,398-89.6% |