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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 | $70,755 | $125,190-43.5% | $105,624-33.0% | $145,897-51.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,747 | $3,720+27.6% | $3,168+49.9% | $4,663+1.8% |
| Participant deferral / active EE | $11,774 | $5,716+106.0% | $5,013+134.9% | $6,689+76.0% |
| Admin fee / account holder | $1,463 | $17,138-91.5% | $10,961-86.7% | $13,390-89.1% |