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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 | $56,034 | $160,040-65.0% | $147,096-61.9% | $145,877-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,903 | $5,289+11.6% | $4,936+19.6% | $4,663+26.6% |
| Participant deferral / active EE | $16,510 | $8,429+95.9% | $8,071+104.6% | $6,691+146.8% |
| Admin fee / account holder | $1,638 | $15,050-89.1% | $13,005-87.4% | $13,402-87.8% |