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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 | $73,371 | $160,028-54.2% | $147,080-50.1% | $145,884-49.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,033 | $5,286+14.1% | $4,933+22.3% | $4,662+29.4% |
| Participant deferral / active EE | $11,436 | $8,422+35.8% | $8,066+41.8% | $6,690+70.9% |
| Admin fee / account holder | $4,036 | $15,030-73.1% | $12,989-68.9% | $13,392-69.9% |