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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 | $34,078 | $160,040-78.7% | $147,096-76.8% | $145,877-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 98.49%-81.1pp | 419.75%-402.3pp | 551.28%-533.9pp |
| Employer contribution / active EE | $4,903 | $5,289-7.3% | $4,936-0.7% | $4,663+5.2% |
| Participant deferral / active EE | $9,717 | $8,429+15.3% | $8,071+20.4% | $6,691+45.2% |
| Admin fee / account holder | $585 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |