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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 | $160,070-71.5% | $147,117-69.0% | $145,897-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,814 | $5,285-65.7% | $4,932-63.2% | $4,663-61.1% |
| Participant deferral / active EE | $3,209 | $8,419-61.9% | $8,065-60.2% | $6,689-52.0% |
| Admin fee / account holder | $859 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |