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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 | $60,804 | $160,028-62.0% | $147,080-58.7% | $145,884-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.45% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $15,452 | $5,286+192.3% | $4,933+213.2% | $4,662+231.4% |
| Participant deferral / active EE | $12,875 | $8,422+52.9% | $8,066+59.6% | $6,690+92.5% |
| Admin fee / account holder | $16,083 | $15,030+7.0% | $12,989+23.8% | $13,392+20.1% |