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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 | $66,778 | $159,978-58.3% | $147,041-54.6% | $145,978-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,121 | $5,288-59.9% | $4,935-57.0% | $4,662-54.5% |
| Participant deferral / active EE | $3,986 | $8,429-52.7% | $8,071-50.6% | $6,690-40.4% |
| Admin fee / account holder | $525 | $15,053-96.5% | $13,006-96.0% | $13,400-96.1% |