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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 | $75,848 | $160,070-52.6% | $147,117-48.4% | $145,897-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,575 | $5,285-13.4% | $4,932-7.3% | $4,663-1.9% |
| Participant deferral / active EE | $9,321 | $8,419+10.7% | $8,065+15.6% | $6,689+39.3% |
| Admin fee / account holder | $869 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |