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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 | $63,362 | $176,120-64.0% | $159,487-60.3% | $167,553-62.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.52% | 331.95%-320.4pp | 263.71%-252.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $9,272 | $5,299+75.0% | $4,831+91.9% | $4,840+91.6% |
| Participant deferral / active EE | $3,517 | $7,752-54.6% | $7,354-52.2% | $6,343-44.6% |
| Admin fee / account holder | $4,775 | $12,561-62.0% | $10,804-55.8% | $12,316-61.2% |