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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 | $53,640 | $183,978-70.8% | $162,171-66.9% | $152,885-64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.11% | 150.78%-129.7pp | 115.60%-94.5pp | 345.39%-324.3pp |
| Employer contribution / active EE | $4,060 | $6,370-36.3% | $5,613-27.7% | $4,763-14.8% |
| Participant deferral / active EE | $13,702 | $8,033+70.6% | $7,297+87.8% | $5,851+134.2% |
| Admin fee / account holder | $10,558 | $13,122-19.5% | $10,843-2.6% | $11,598-9.0% |