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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 | $73,803 | $160,070-53.9% | $147,117-49.8% | $145,897-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $5,640 | $5,285+6.7% | $4,932+14.4% | $4,663+21.0% |
| Participant deferral / active EE | $5,900 | $8,419-29.9% | $8,065-26.8% | $6,689-11.8% |
| Admin fee / account holder | $725 | $15,035-95.2% | $12,993-94.4% | $13,390-94.6% |