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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 | $76,203 | $160,070-52.4% | $147,117-48.2% | $145,897-47.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.92% | 98.69%-76.8pp | 420.54%-398.6pp | 552.29%-530.4pp |
| Employer contribution / active EE | $3,991 | $5,285-24.5% | $4,932-19.1% | $4,663-14.4% |
| Participant deferral / active EE | $9,045 | $8,419+7.4% | $8,065+12.2% | $6,689+35.2% |
| Admin fee / account holder | $1,988 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |