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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 | $66,467 | $109,967-39.6% | $97,197-31.6% | $145,877-54.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.82% | 244.27%-232.4pp | 75.47%-63.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $5,958 | $3,077+93.6% | $2,723+118.8% | $4,663+27.8% |
| Participant deferral / active EE | $6,970 | $4,676+49.0% | $4,263+63.5% | $6,691+4.2% |
| Admin fee / account holder | $6,181 | $6,199-0.3% | $5,637+9.6% | $13,402-53.9% |