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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 | $82,360 | $160,028-48.5% | $147,080-44.0% | $145,884-43.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,682 | $5,286-68.2% | $4,933-65.9% | $4,662-63.9% |
| Participant deferral / active EE | $8,366 | $8,422-0.7% | $8,066+3.7% | $6,690+25.1% |
| Admin fee / account holder | $654 | $15,030-95.6% | $12,989-95.0% | $13,392-95.1% |