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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 | $67,997 | $102,595-33.7% | $94,057-27.7% | $154,746-56.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.36% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $10,682 | $3,147+239.4% | $2,933+264.2% | $4,379+143.9% |
| Participant deferral / active EE | $4,319 | $5,118-15.6% | $4,709-8.3% | $6,730-35.8% |
| Admin fee / account holder | $13,468 | $7,736+74.1% | $7,244+85.9% | $14,365-6.2% |