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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 | $64,344 | $160,040-59.8% | $147,096-56.3% | $145,877-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.77% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,552 | $5,289-51.8% | $4,936-48.3% | $4,663-45.3% |
| Participant deferral / active EE | $10,798 | $8,429+28.1% | $8,071+33.8% | $6,691+61.4% |
| Admin fee / account holder | $13,450 | $15,050-10.6% | $13,005+3.4% | $13,402+0.4% |