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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 | $68,101 | $160,070-57.5% | $147,117-53.7% | $145,897-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,066 | $5,285-23.1% | $4,932-17.6% | $4,663-12.8% |
| Participant deferral / active EE | $4,121 | $8,419-51.1% | $8,065-48.9% | $6,689-38.4% |
| Admin fee / account holder | $902 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |