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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 | $42,096 | $159,934-73.7% | $147,005-71.4% | $145,959-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $9,808 | $5,287+85.5% | $4,934+98.8% | $4,661+110.4% |
| Participant deferral / active EE | $13,385 | $8,427+58.8% | $8,070+65.9% | $6,689+100.1% |
| Admin fee / account holder | $780 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |