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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 | $55,163 | $159,934-65.5% | $147,005-62.5% | $145,959-62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $4,330 | $5,287-18.1% | $4,934-12.2% | $4,661-7.1% |
| Participant deferral / active EE | $11,763 | $8,427+39.6% | $8,070+45.8% | $6,689+75.9% |
| Admin fee / account holder | $665 | $15,053-95.6% | $13,006-94.9% | $13,398-95.0% |