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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 | $84,008 | $160,070-47.5% | $147,117-42.9% | $145,897-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,433 | $5,285+2.8% | $4,932+10.2% | $4,663+16.5% |
| Participant deferral / active EE | $10,658 | $8,419+26.6% | $8,065+32.2% | $6,689+59.3% |
| Admin fee / account holder | $1,397 | $15,035-90.7% | $12,993-89.2% | $13,390-89.6% |