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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 | $80,010 | $160,028-50.0% | $147,080-45.6% | $145,884-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.13% | 98.60%-82.5pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $4,697 | $5,286-11.1% | $4,933-4.8% | $4,662+0.7% |
| Participant deferral / active EE | $16,291 | $8,422+93.4% | $8,066+102.0% | $6,690+143.5% |
| Admin fee / account holder | $1,137 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |