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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 | $65,608 | $159,978-59.0% | $147,041-55.4% | $145,978-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.36%-88.7pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,581 | $5,288-51.2% | $4,935-47.7% | $4,662-44.6% |
| Participant deferral / active EE | $3,821 | $8,429-54.7% | $8,071-52.7% | $6,690-42.9% |
| Admin fee / account holder | $4,237 | $15,053-71.9% | $13,006-67.4% | $13,400-68.4% |