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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 | $46,565 | $160,028-70.9% | $147,080-68.3% | $145,884-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,704 | $5,286-67.8% | $4,933-65.5% | $4,662-63.5% |
| Participant deferral / active EE | $9,086 | $8,422+7.9% | $8,066+12.6% | $6,690+35.8% |
| Admin fee / account holder | $9,016 | $15,030-40.0% | $12,989-30.6% | $13,392-32.7% |