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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 | $63,628 | $160,070-60.3% | $147,117-56.8% | $145,897-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,076 | $5,285-41.8% | $4,932-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $13,956 | $8,419+65.8% | $8,065+73.1% | $6,689+108.6% |
| Admin fee / account holder | $1,853 | $15,035-87.7% | $12,993-85.7% | $13,390-86.2% |