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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 | $54,983 | $217,427-74.7% | $185,837-70.4% | $167,518-67.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.30% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $6,025 | $5,874+2.6% | $5,168+16.6% | $4,838+24.5% |
| Participant deferral / active EE | $10,957 | $6,357+72.4% | $5,568+96.8% | $6,342+72.8% |
| Admin fee / account holder | $809 | $19,816-95.9% | $16,241-95.0% | $12,312-93.4% |