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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 | $71,159 | $166,089-57.2% | $164,928-56.9% | $145,978-51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.87% | 100.26%-90.4pp | 70.08%-60.2pp | 550.52%-540.6pp |
| Employer contribution / active EE | $6,295 | $5,276+19.3% | $4,343+44.9% | $4,662+35.0% |
| Participant deferral / active EE | $6,294 | $6,961-9.6% | $6,034+4.3% | $6,690-5.9% |
| Admin fee / account holder | $942 | $16,641-94.3% | $12,684-92.6% | $13,400-93.0% |