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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 | $54,321 | $160,070-66.1% | $147,117-63.1% | $145,897-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $10,675 | $5,285+102.0% | $4,932+116.4% | $4,663+128.9% |
| Participant deferral / active EE | $15,199 | $8,419+80.5% | $8,065+88.5% | $6,689+127.2% |
| Admin fee / account holder | $8,675 | $15,035-42.3% | $12,993-33.2% | $13,390-35.2% |