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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 | $85,405 | $160,040-46.6% | $147,096-41.9% | $145,877-41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,371 | $5,289-74.1% | $4,936-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $11,029 | $8,429+30.8% | $8,071+36.6% | $6,691+64.8% |
| Admin fee / account holder | $539 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |