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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 | $52,778 | $159,934-67.0% | $147,005-64.1% | $145,959-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 102.88% | 98.24%+4.6pp | 418.76%-315.9pp | 561.95%-459.1pp |
| Employer contribution / active EE | $7,548 | $5,287+42.8% | $4,934+53.0% | $4,661+61.9% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,828 | $15,053-67.9% | $13,006-62.9% | $13,398-64.0% |