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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 | $96,413 | $160,040-39.8% | $147,096-34.5% | $145,877-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,986 | $5,289-43.5% | $4,936-39.5% | $4,663-36.0% |
| Participant deferral / active EE | $6,788 | $8,429-19.5% | $8,071-15.9% | $6,691+1.5% |
| Admin fee / account holder | $687 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |