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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 | $65,136 | $159,978-59.3% | $147,041-55.7% | $145,978-55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.36%-79.7pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $3,286 | $5,288-37.9% | $4,935-33.4% | $4,662-29.5% |
| Participant deferral / active EE | $12,650 | $8,429+50.1% | $8,071+56.7% | $6,690+89.1% |
| Admin fee / account holder | $546 | $15,053-96.4% | $13,006-95.8% | $13,400-95.9% |