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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 | $121,273 | $159,934-24.2% | $147,005-17.5% | $145,959-16.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.24%-87.3pp | 418.76%-407.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,017 | $5,287-61.9% | $4,934-59.1% | $4,661-56.7% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $935 | $15,053-93.8% | $13,006-92.8% | $13,398-93.0% |