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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 | $95,661 | $176,105-45.7% | $159,474-40.0% | $167,536-42.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $11,550 | $5,299+118.0% | $4,831+139.1% | $4,839+138.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,703 | $12,559-14.8% | $10,802-0.9% | $12,315-13.1% |