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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 | $81,815 | $160,028-48.9% | $147,080-44.4% | $145,884-43.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,758 | $5,286-66.7% | $4,933-64.4% | $4,662-62.3% |
| Participant deferral / active EE | $10,395 | $8,422+23.4% | $8,066+28.9% | $6,690+55.4% |
| Admin fee / account holder | $932 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |