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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 | $55,861 | $160,028-65.1% | $147,080-62.0% | $145,884-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.89% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $8,435 | $5,286+59.6% | $4,933+71.0% | $4,662+80.9% |
| Participant deferral / active EE | $7,801 | $8,422-7.4% | $8,066-3.3% | $6,690+16.6% |
| Admin fee / account holder | $2,155 | $15,030-85.7% | $12,989-83.4% | $13,392-83.9% |