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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 | $65,882 | $159,978-58.8% | $147,041-55.2% | $145,978-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $3,729 | $5,288-29.5% | $4,935-24.4% | $4,662-20.0% |
| Participant deferral / active EE | $16,715 | $8,429+98.3% | $8,071+107.1% | $6,690+149.9% |
| Admin fee / account holder | $1,179 | $15,053-92.2% | $13,006-90.9% | $13,400-91.2% |