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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 | $30,477 | $159,934-80.9% | $147,005-79.3% | $145,959-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.99% | 98.24%-88.2pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $4,183 | $5,287-20.9% | $4,934-15.2% | $4,661-10.2% |
| Participant deferral / active EE | $8,093 | $8,427-4.0% | $8,070+0.3% | $6,689+21.0% |
| Admin fee / account holder | $19,089 | $15,053+26.8% | $13,006+46.8% | $13,398+42.5% |