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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 | $56,379 | $159,978-64.8% | $147,041-61.7% | $145,978-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 98.36%-88.0pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $2,914 | $5,288-44.9% | $4,935-40.9% | $4,662-37.5% |
| Participant deferral / active EE | $10,714 | $8,429+27.1% | $8,071+32.8% | $6,690+60.2% |
| Admin fee / account holder | $13,064 | $15,053-13.2% | $13,006+0.4% | $13,400-2.5% |