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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 | $112,031 | $160,028-30.0% | $147,080-23.8% | $145,884-23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $5,548 | $5,286+5.0% | $4,933+12.5% | $4,662+19.0% |
| Participant deferral / active EE | $10,795 | $8,422+28.2% | $8,066+33.8% | $6,690+61.4% |
| Admin fee / account holder | $904 | $15,030-94.0% | $12,989-93.0% | $13,392-93.3% |