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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 | $55,184 | $160,040-65.5% | $147,096-62.5% | $145,877-62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,976 | $5,289+13.0% | $4,936+21.1% | $4,663+28.2% |
| Participant deferral / active EE | $9,139 | $8,429+8.4% | $8,071+13.2% | $6,691+36.6% |
| Admin fee / account holder | $1,218 | $15,050-91.9% | $13,005-90.6% | $13,402-90.9% |