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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 | $58,751 | $160,028-63.3% | $147,080-60.1% | $145,884-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $6,920 | $5,286+30.9% | $4,933+40.3% | $4,662+48.4% |
| Participant deferral / active EE | $8,588 | $8,422+2.0% | $8,066+6.5% | $6,690+28.4% |
| Admin fee / account holder | $754 | $15,030-95.0% | $12,989-94.2% | $13,392-94.4% |