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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 | $37,311 | $159,978-76.7% | $147,041-74.6% | $145,978-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 98.36%-75.8pp | 419.21%-396.6pp | 550.52%-527.9pp |
| Employer contribution / active EE | $2,770 | $5,288-47.6% | $4,935-43.9% | $4,662-40.6% |
| Participant deferral / active EE | $13,444 | $8,429+59.5% | $8,071+66.6% | $6,690+101.0% |
| Admin fee / account holder | $1,996 | $15,053-86.7% | $13,006-84.7% | $13,400-85.1% |