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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 | $58,752 | $160,040-63.3% | $147,096-60.1% | $145,877-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $16,334 | $5,289+208.8% | $4,936+230.9% | $4,663+250.3% |
| Participant deferral / active EE | $12,934 | $8,429+53.5% | $8,071+60.3% | $6,691+93.3% |
| Admin fee / account holder | $15,400 | $15,050+2.3% | $13,005+18.4% | $13,402+14.9% |