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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 | $63,161 | $159,978-60.5% | $147,041-57.0% | $145,978-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $6,252 | $5,288+18.2% | $4,935+26.7% | $4,662+34.1% |
| Participant deferral / active EE | $24,093 | $8,429+185.8% | $8,071+198.5% | $6,690+260.1% |
| Admin fee / account holder | $617 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |