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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 | $27,752 | $160,028-82.7% | $147,080-81.1% | $145,884-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $6,290 | $5,286+19.0% | $4,933+27.5% | $4,662+34.9% |
| Participant deferral / active EE | $13,116 | $8,422+55.7% | $8,066+62.6% | $6,690+96.1% |
| Admin fee / account holder | $45,426 | $15,030+202.2% | $12,989+249.7% | $13,392+239.2% |