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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 | $59,312 | $160,040-62.9% | $147,096-59.7% | $145,877-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.17% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,462 | $5,289+3.3% | $4,936+10.7% | $4,663+17.1% |
| Participant deferral / active EE | $14,337 | $8,429+70.1% | $8,071+77.6% | $6,691+114.3% |
| Admin fee / account holder | $1,208 | $15,050-92.0% | $13,005-90.7% | $13,402-91.0% |