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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 | $40,557 | $160,028-74.7% | $147,080-72.4% | $145,884-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $5,897 | $5,286+11.6% | $4,933+19.5% | $4,662+26.5% |
| Participant deferral / active EE | $6,236 | $8,422-26.0% | $8,066-22.7% | $6,690-6.8% |
| Admin fee / account holder | $933 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |