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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 | $95,617 | $160,070-40.3% | $147,117-35.0% | $145,897-34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 98.69%-85.5pp | 420.54%-407.4pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,163 | $5,285-78.0% | $4,932-76.4% | $4,663-75.1% |
| Participant deferral / active EE | $5,860 | $8,419-30.4% | $8,065-27.3% | $6,689-12.4% |
| Admin fee / account holder | $1,284 | $15,035-91.5% | $12,993-90.1% | $13,390-90.4% |