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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 | $67,247 | $160,040-58.0% | $147,096-54.3% | $145,877-53.9% |
| 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 | $7,237 | $5,289+36.8% | $4,936+46.6% | $4,663+55.2% |
| Participant deferral / active EE | $3,239 | $8,429-61.6% | $8,071-59.9% | $6,691-51.6% |
| Admin fee / account holder | $2,027 | $15,050-86.5% | $13,005-84.4% | $13,402-84.9% |