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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 | $58,310 | $103,038-43.4% | $90,324-35.4% | $152,909-61.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.26% | 95.25%-77.0pp | 78.15%-59.9pp | 345.46%-327.2pp |
| Employer contribution / active EE | $4,145 | $3,141+32.0% | $2,856+45.1% | $4,764-13.0% |
| Participant deferral / active EE | $6,120 | $4,282+42.9% | $3,885+57.5% | $5,851+4.6% |
| Admin fee / account holder | $12,549 | $6,177+103.1% | $5,356+134.3% | $11,601+8.2% |