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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 | $118,973 | $160,028-25.7% | $147,080-19.1% | $145,884-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,613 | $5,286+6.2% | $4,933+13.8% | $4,662+20.4% |
| Participant deferral / active EE | $13,078 | $8,422+55.3% | $8,066+62.1% | $6,690+95.5% |
| Admin fee / account holder | $732 | $15,030-95.1% | $12,989-94.4% | $13,392-94.5% |