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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 | $115,713 | $160,040-27.7% | $147,096-21.3% | $145,877-20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.39% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,631 | $5,289+25.4% | $4,936+34.3% | $4,663+42.2% |
| Participant deferral / active EE | $9,717 | $8,429+15.3% | $8,071+20.4% | $6,691+45.2% |
| Admin fee / account holder | $432 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |