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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 | $159,934-61.7% | $147,005-58.3% | $145,959-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,635 | $5,287+6.6% | $4,934+14.2% | $4,661+20.9% |
| Participant deferral / active EE | $9,608 | $8,427+14.0% | $8,070+19.1% | $6,689+43.6% |
| Admin fee / account holder | $6,300 | $15,053-58.1% | $13,006-51.6% | $13,398-53.0% |