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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 | $65,040 | $160,040-59.4% | $147,096-55.8% | $145,877-55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $7,003 | $5,289+32.4% | $4,936+41.9% | $4,663+50.2% |
| Participant deferral / active EE | $4,673 | $8,429-44.6% | $8,071-42.1% | $6,691-30.2% |
| Admin fee / account holder | $670 | $15,050-95.5% | $13,005-94.8% | $13,402-95.0% |