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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 | $79,069 | $159,934-50.6% | $147,005-46.2% | $145,959-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,387 | $5,287-35.9% | $4,934-31.4% | $4,661-27.3% |
| Participant deferral / active EE | $6,203 | $8,427-26.4% | $8,070-23.1% | $6,689-7.3% |
| Admin fee / account holder | $682 | $15,053-95.5% | $13,006-94.8% | $13,398-94.9% |