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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 | $77,438 | $160,028-51.6% | $147,080-47.3% | $145,884-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $6,841 | $5,286+29.4% | $4,933+38.7% | $4,662+46.7% |
| Participant deferral / active EE | $13,706 | $8,422+62.7% | $8,066+69.9% | $6,690+104.9% |
| Admin fee / account holder | $2,070 | $15,030-86.2% | $12,989-84.1% | $13,392-84.5% |