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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 | $60,880 | $160,028-62.0% | $147,080-58.6% | $145,884-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.08% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $6,279 | $5,286+18.8% | $4,933+27.3% | $4,662+34.7% |
| Participant deferral / active EE | $13,032 | $8,422+54.7% | $8,066+61.6% | $6,690+94.8% |
| Admin fee / account holder | $3,354 | $15,030-77.7% | $12,989-74.2% | $13,392-75.0% |