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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 | $35,004 | $160,028-78.1% | $147,080-76.2% | $145,884-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,817 | $5,286-27.8% | $4,933-22.6% | $4,662-18.1% |
| Participant deferral / active EE | $6,541 | $8,422-22.3% | $8,066-18.9% | $6,690-2.2% |
| Admin fee / account holder | $1,614 | $15,030-89.3% | $12,989-87.6% | $13,392-87.9% |