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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 | $58,254 | $160,040-63.6% | $147,096-60.4% | $145,877-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,439 | $5,289-35.0% | $4,936-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $10,684 | $8,429+26.8% | $8,071+32.4% | $6,691+59.7% |
| Admin fee / account holder | $39,664 | $15,050+163.6% | $13,005+205.0% | $13,402+196.0% |