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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 | $63,827 | $107,363-40.6% | $92,909-31.3% | $152,897-58.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.59% | 145.63%-130.0pp | 109.44%-93.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $16,169 | $4,222+283.0% | $3,653+342.6% | $4,764+239.4% |
| Participant deferral / active EE | $3,460 | $4,848-28.6% | $4,238-18.4% | $5,851-40.9% |
| Admin fee / account holder | $984 | $7,082-86.1% | $5,795-83.0% | $11,599-91.5% |