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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 | $62,397 | $159,978-61.0% | $147,041-57.6% | $145,978-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.36%-88.1pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $6,047 | $5,288+14.4% | $4,935+22.5% | $4,662+29.7% |
| Participant deferral / active EE | $3,889 | $8,429-53.9% | $8,071-51.8% | $6,690-41.9% |
| Admin fee / account holder | $17,359 | $15,053+15.3% | $13,006+33.5% | $13,400+29.5% |