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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 | $71,129 | $160,028-55.6% | $147,080-51.6% | $145,884-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,693 | $5,286-49.1% | $4,933-45.4% | $4,662-42.2% |
| Participant deferral / active EE | $2,896 | $8,422-65.6% | $8,066-64.1% | $6,690-56.7% |
| Admin fee / account holder | $356 | $15,030-97.6% | $12,989-97.3% | $13,392-97.3% |