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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 | $117,184 | $160,070-26.8% | $147,117-20.3% | $145,897-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,888 | $5,285-64.3% | $4,932-61.7% | $4,663-59.5% |
| Participant deferral / active EE | $7,500 | $8,419-10.9% | $8,065-7.0% | $6,689+12.1% |
| Admin fee / account holder | $418 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |