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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 | $36,871 | $160,028-77.0% | $147,080-74.9% | $145,884-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 98.60%-83.9pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,517 | $5,286-33.5% | $4,933-28.7% | $4,662-24.6% |
| Participant deferral / active EE | $10,903 | $8,422+29.5% | $8,066+35.2% | $6,690+63.0% |
| Admin fee / account holder | $457 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |