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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 | $66,076 | $160,040-58.7% | $147,096-55.1% | $145,877-54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.06% | 98.49%-87.4pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $6,477 | $5,289+22.4% | $4,936+31.2% | $4,663+38.9% |
| Participant deferral / active EE | $4,582 | $8,429-45.6% | $8,071-43.2% | $6,691-31.5% |
| Admin fee / account holder | $2,914 | $15,050-80.6% | $13,005-77.6% | $13,402-78.3% |