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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 | $66,508 | $159,978-58.4% | $147,041-54.8% | $145,978-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $4,878 | $5,288-7.7% | $4,935-1.1% | $4,662+4.6% |
| Participant deferral / active EE | $16,357 | $8,429+94.1% | $8,071+102.7% | $6,690+144.5% |
| Admin fee / account holder | $1,893 | $15,053-87.4% | $13,006-85.4% | $13,400-85.9% |