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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 | $59,117 | $160,028-63.1% | $147,080-59.8% | $145,884-59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,730 | $5,286-29.4% | $4,933-24.4% | $4,662-20.0% |
| Participant deferral / active EE | $3,639 | $8,422-56.8% | $8,066-54.9% | $6,690-45.6% |
| Admin fee / account holder | $2,259 | $15,030-85.0% | $12,989-82.6% | $13,392-83.1% |