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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 | $45,615 | $159,934-71.5% | $147,005-69.0% | $145,959-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,814 | $5,287-65.7% | $4,934-63.2% | $4,661-61.1% |
| Participant deferral / active EE | $3,209 | $8,427-61.9% | $8,070-60.2% | $6,689-52.0% |
| Admin fee / account holder | $859 | $15,053-94.3% | $13,006-93.4% | $13,398-93.6% |