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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 | $85,923 | $160,028-46.3% | $147,080-41.6% | $145,884-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,701 | $5,286-30.0% | $4,933-25.0% | $4,662-20.6% |
| Participant deferral / active EE | $15,067 | $8,422+78.9% | $8,066+86.8% | $6,690+125.2% |
| Admin fee / account holder | $649 | $15,030-95.7% | $12,989-95.0% | $13,392-95.2% |