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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 | $59,756 | $160,028-62.7% | $147,080-59.4% | $145,884-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 98.60%-85.7pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $11,683 | $5,286+121.0% | $4,933+136.8% | $4,662+150.6% |
| Participant deferral / active EE | $5,875 | $8,422-30.2% | $8,066-27.2% | $6,690-12.2% |
| Admin fee / account holder | $3,753 | $15,030-75.0% | $12,989-71.1% | $13,392-72.0% |