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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 | $58,575 | $160,040-63.4% | $147,096-60.2% | $145,877-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $6,009 | $5,289+13.6% | $4,936+21.7% | $4,663+28.9% |
| Participant deferral / active EE | $9,980 | $8,429+18.4% | $8,071+23.7% | $6,691+49.2% |
| Admin fee / account holder | $687 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |