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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 | $66,392 | $160,040-58.5% | $147,096-54.9% | $145,877-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 98.49%-80.8pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,110 | $5,289-41.2% | $4,936-37.0% | $4,663-33.3% |
| Participant deferral / active EE | $11,273 | $8,429+33.7% | $8,071+39.7% | $6,691+68.5% |
| Admin fee / account holder | $749 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |