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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 | $120,584 | $160,070-24.7% | $147,117-18.0% | $145,897-17.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,634 | $5,285-50.2% | $4,932-46.6% | $4,663-43.5% |
| Participant deferral / active EE | $6,433 | $8,419-23.6% | $8,065-20.2% | $6,689-3.8% |
| Admin fee / account holder | $522 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |