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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 | $81,528 | $160,028-49.1% | $147,080-44.6% | $145,884-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,414 | $5,286-16.5% | $4,933-10.5% | $4,662-5.3% |
| Participant deferral / active EE | $5,915 | $8,422-29.8% | $8,066-26.7% | $6,690-11.6% |
| Admin fee / account holder | $517 | $15,030-96.6% | $12,989-96.0% | $13,392-96.1% |