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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 | $75,971 | $160,070-52.5% | $147,117-48.4% | $145,897-47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,277 | $5,285-38.0% | $4,932-33.6% | $4,663-29.7% |
| Participant deferral / active EE | $3,571 | $8,419-57.6% | $8,065-55.7% | $6,689-46.6% |
| Admin fee / account holder | $484 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |