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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 | $76,667 | $159,978-52.1% | $147,041-47.9% | $145,978-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.25% | 98.36%-73.1pp | 419.21%-394.0pp | 550.52%-525.3pp |
| Employer contribution / active EE | $5,905 | $5,288+11.7% | $4,935+19.7% | $4,662+26.7% |
| Participant deferral / active EE | $11,013 | $8,429+30.7% | $8,071+36.5% | $6,690+64.6% |
| Admin fee / account holder | $492 | $15,053-96.7% | $13,006-96.2% | $13,400-96.3% |