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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 | $37,517 | $160,028-76.6% | $147,080-74.5% | $145,884-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,077 | $5,286-41.8% | $4,933-37.6% | $4,662-34.0% |
| Participant deferral / active EE | $10,242 | $8,422+21.6% | $8,066+27.0% | $6,690+53.1% |
| Admin fee / account holder | $2,316 | $15,030-84.6% | $12,989-82.2% | $13,392-82.7% |