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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 | $57,963 | $160,070-63.8% | $147,117-60.6% | $145,897-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,523 | $5,285-52.3% | $4,932-48.9% | $4,663-45.9% |
| Participant deferral / active EE | $15,335 | $8,419+82.1% | $8,065+90.2% | $6,689+129.2% |
| Admin fee / account holder | $312 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |