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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 | $65,761 | $160,070-58.9% | $147,117-55.3% | $145,897-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,955 | $5,285-63.0% | $4,932-60.4% | $4,663-58.1% |
| Participant deferral / active EE | $15,333 | $8,419+82.1% | $8,065+90.1% | $6,689+129.2% |
| Admin fee / account holder | $1,288 | $15,035-91.4% | $12,993-90.1% | $13,390-90.4% |