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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 | $66,444 | $159,978-58.5% | $147,041-54.8% | $145,978-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.16% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $7,384 | $5,288+39.6% | $4,935+49.6% | $4,662+58.4% |
| Participant deferral / active EE | $24,518 | $8,429+190.9% | $8,071+203.8% | $6,690+266.5% |
| Admin fee / account holder | $1,371 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |