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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 | $69,279 | $171,492-59.6% | $150,734-54.0% | $198,609-65.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.17% | 804.70%-797.5pp | 600.81%-593.6pp | 202.70%-195.5pp |
| Employer contribution / active EE | $10,714 | $5,470+95.9% | $4,918+117.9% | $5,055+111.9% |
| Participant deferral / active EE | $5,850 | $6,259-6.5% | $5,610+4.3% | $6,977-16.2% |
| Admin fee / account holder | $19,883 | $17,628+12.8% | $14,905+33.4% | $19,030+4.5% |