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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 | $62,954 | $159,978-60.6% | $147,041-57.2% | $145,978-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.36%-85.8pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $5,703 | $5,288+7.8% | $4,935+15.6% | $4,662+22.3% |
| Participant deferral / active EE | $6,722 | $8,429-20.2% | $8,071-16.7% | $6,690+0.5% |
| Admin fee / account holder | $2,495 | $15,053-83.4% | $13,006-80.8% | $13,400-81.4% |