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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 | $64,020 | $160,028-60.0% | $147,080-56.5% | $145,884-56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.12% | 98.60%-60.5pp | 420.17%-382.0pp | 551.85%-513.7pp |
| Employer contribution / active EE | $4,130 | $5,286-21.9% | $4,933-16.3% | $4,662-11.4% |
| Participant deferral / active EE | $7,438 | $8,422-11.7% | $8,066-7.8% | $6,690+11.2% |
| Admin fee / account holder | $723 | $15,030-95.2% | $12,989-94.4% | $13,392-94.6% |