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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 | $45,035 | $160,028-71.9% | $147,080-69.4% | $145,884-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,662 | $5,286-49.6% | $4,933-46.0% | $4,662-42.9% |
| Participant deferral / active EE | $8,846 | $8,422+5.0% | $8,066+9.7% | $6,690+32.2% |
| Admin fee / account holder | $2,351 | $15,030-84.4% | $12,989-81.9% | $13,392-82.4% |