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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 | $81,615 | $160,070-49.0% | $147,117-44.5% | $145,897-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.24% | 98.69%-80.4pp | 420.54%-402.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $5,664 | $5,285+7.2% | $4,932+14.8% | $4,663+21.5% |
| Participant deferral / active EE | $2,600 | $8,419-69.1% | $8,065-67.8% | $6,689-61.1% |
| Admin fee / account holder | $799 | $15,035-94.7% | $12,993-93.8% | $13,390-94.0% |