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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 | $42,754 | $159,978-73.3% | $147,041-70.9% | $145,978-70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 98.36%-78.2pp | 419.21%-399.0pp | 550.52%-530.3pp |
| Employer contribution / active EE | $4,887 | $5,288-7.6% | $4,935-1.0% | $4,662+4.8% |
| Participant deferral / active EE | $14,430 | $8,429+71.2% | $8,071+78.8% | $6,690+115.7% |
| Admin fee / account holder | $698 | $15,053-95.4% | $13,006-94.6% | $13,400-94.8% |