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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 | $52,517 | $225,673-76.7% | $203,872-74.2% | $155,188-66.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 7.06% | 95.91%-88.9pp | 85.11%-78.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $6,121 | $4,099+49.4% | $3,757+62.9% | $4,248+44.1% |
| Participant deferral / active EE | $9,872 | $6,893+43.2% | $6,388+54.6% | $6,531+51.2% |
| Admin fee / account holder | $34,712 | $12,327+181.6% | $11,730+195.9% | $14,480+139.7% |