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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 | $68,083 | $160,040-57.5% | $147,096-53.7% | $145,877-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.33% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,596 | $5,289-50.9% | $4,936-47.4% | $4,663-44.3% |
| Participant deferral / active EE | $11,943 | $8,429+41.7% | $8,071+48.0% | $6,691+78.5% |
| Admin fee / account holder | $563 | $15,050-96.3% | $13,005-95.7% | $13,402-95.8% |