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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 | $55,586 | $159,934-65.2% | $147,005-62.2% | $145,959-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 98.24%-87.0pp | 418.76%-407.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,083 | $5,287+52.9% | $4,934+63.8% | $4,661+73.4% |
| Participant deferral / active EE | $6,984 | $8,427-17.1% | $8,070-13.5% | $6,689+4.4% |
| Admin fee / account holder | $1,636 | $15,053-89.1% | $13,006-87.4% | $13,398-87.8% |