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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 | $29,156 | $160,040-81.8% | $147,096-80.2% | $145,877-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,261 | $5,289-0.5% | $4,936+6.6% | $4,663+12.8% |
| Participant deferral / active EE | $12,849 | $8,429+52.4% | $8,071+59.2% | $6,691+92.1% |
| Admin fee / account holder | $1,088 | $15,050-92.8% | $13,005-91.6% | $13,402-91.9% |