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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 | $46,465 | $160,028-71.0% | $147,080-68.4% | $145,884-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.75% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,159 | $5,286-78.1% | $4,933-76.5% | $4,662-75.1% |
| Participant deferral / active EE | $7,896 | $8,422-6.2% | $8,066-2.1% | $6,690+18.0% |
| Admin fee / account holder | $938 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |