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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 | $83,880 | $160,028-47.6% | $147,080-43.0% | $145,884-42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,435 | $5,286+2.8% | $4,933+10.2% | $4,662+16.6% |
| Participant deferral / active EE | $11,957 | $8,422+42.0% | $8,066+48.2% | $6,690+78.7% |
| Admin fee / account holder | $1,352 | $15,030-91.0% | $12,989-89.6% | $13,392-89.9% |