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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 | $73,712 | $160,028-53.9% | $147,080-49.9% | $145,884-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,617 | $5,286-69.4% | $4,933-67.2% | $4,662-65.3% |
| Participant deferral / active EE | $5,500 | $8,422-34.7% | $8,066-31.8% | $6,690-17.8% |
| Admin fee / account holder | $1,013 | $15,030-93.3% | $12,989-92.2% | $13,392-92.4% |