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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 | $52,259 | $160,028-67.3% | $147,080-64.5% | $145,884-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 98.60%-84.5pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,021 | $5,286-23.9% | $4,933-18.5% | $4,662-13.8% |
| Participant deferral / active EE | $6,263 | $8,422-25.6% | $8,066-22.4% | $6,690-6.4% |
| Admin fee / account holder | $31,352 | $15,030+108.6% | $12,989+141.4% | $13,392+134.1% |