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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 | $40,520 | $160,070-74.7% | $147,117-72.5% | $145,897-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.95% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,401 | $5,285-54.6% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $10,361 | $8,419+23.1% | $8,065+28.5% | $6,689+54.9% |
| Admin fee / account holder | $413 | $15,035-97.3% | $12,993-96.8% | $13,390-96.9% |