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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 | $160,040-60.2% | $147,096-56.7% | $145,877-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,076 | $5,289-41.9% | $4,936-37.7% | $4,663-34.0% |
| Participant deferral / active EE | $13,956 | $8,429+65.6% | $8,071+72.9% | $6,691+108.6% |
| Admin fee / account holder | $1,853 | $15,050-87.7% | $13,005-85.8% | $13,402-86.2% |