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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 | $61,260 | $160,028-61.7% | $147,080-58.3% | $145,884-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 98.60%-85.2pp | 420.17%-406.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $5,635 | $5,286+6.6% | $4,933+14.2% | $4,662+20.9% |
| Participant deferral / active EE | $9,608 | $8,422+14.1% | $8,066+19.1% | $6,690+43.6% |
| Admin fee / account holder | $6,300 | $15,030-58.1% | $12,989-51.5% | $13,392-53.0% |