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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 | $90,351 | $160,028-43.5% | $147,080-38.6% | $145,884-38.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,140 | $5,286-40.6% | $4,933-36.4% | $4,662-32.7% |
| Participant deferral / active EE | $18,621 | $8,422+121.1% | $8,066+130.9% | $6,690+178.4% |
| Admin fee / account holder | $661 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |