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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 | $47,615 | $159,978-70.2% | $147,041-67.6% | $145,978-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $6,854 | $5,288+29.6% | $4,935+38.9% | $4,662+47.0% |
| Participant deferral / active EE | $8,290 | $8,429-1.6% | $8,071+2.7% | $6,690+23.9% |
| Admin fee / account holder | $27,999 | $15,053+86.0% | $13,006+115.3% | $13,400+108.9% |