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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 | $95,346 | $160,040-40.4% | $147,096-35.2% | $145,877-34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 98.49%-80.7pp | 419.75%-401.9pp | 551.28%-533.5pp |
| Employer contribution / active EE | $5,302 | $5,289+0.2% | $4,936+7.4% | $4,663+13.7% |
| Participant deferral / active EE | $14,135 | $8,429+67.7% | $8,071+75.1% | $6,691+111.3% |
| Admin fee / account holder | $420 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |