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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 | $38,133 | $159,978-76.2% | $147,041-74.1% | $145,978-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,892 | $5,288-45.3% | $4,935-41.4% | $4,662-38.0% |
| Participant deferral / active EE | $8,783 | $8,429+4.2% | $8,071+8.8% | $6,690+31.3% |
| Admin fee / account holder | $319 | $15,053-97.9% | $13,006-97.5% | $13,400-97.6% |