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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 | $62,462 | $160,040-61.0% | $147,096-57.5% | $145,877-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $4,396 | $5,289-16.9% | $4,936-10.9% | $4,663-5.7% |
| Participant deferral / active EE | $6,750 | $8,429-19.9% | $8,071-16.4% | $6,691+0.9% |
| Admin fee / account holder | $518 | $15,050-96.6% | $13,005-96.0% | $13,402-96.1% |