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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 | $64,425 | $159,978-59.7% | $147,041-56.2% | $145,978-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $7,200 | $5,288+36.2% | $4,935+45.9% | $4,662+54.4% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $349 | $15,053-97.7% | $13,006-97.3% | $13,400-97.4% |