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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 | $75,387 | $159,978-52.9% | $147,041-48.7% | $145,978-48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $12,676 | $5,288+139.7% | $4,935+156.9% | $4,662+171.9% |
| Participant deferral / active EE | $8,016 | $8,429-4.9% | $8,071-0.7% | $6,690+19.8% |
| Admin fee / account holder | $2,209 | $15,053-85.3% | $13,006-83.0% | $13,400-83.5% |