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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 | $160,028-60.2% | $147,080-56.7% | $145,884-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,076 | $5,286-41.8% | $4,933-37.7% | $4,662-34.0% |
| Participant deferral / active EE | $13,956 | $8,422+65.7% | $8,066+73.0% | $6,690+108.6% |
| Admin fee / account holder | $1,853 | $15,030-87.7% | $12,989-85.7% | $13,392-86.2% |