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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 | $62,291 | $160,040-61.1% | $147,096-57.7% | $145,877-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $6,145 | $5,289+16.2% | $4,936+24.5% | $4,663+31.8% |
| Participant deferral / active EE | $22,536 | $8,429+167.4% | $8,071+179.2% | $6,691+236.8% |
| Admin fee / account holder | $774 | $15,050-94.9% | $13,005-94.1% | $13,402-94.2% |