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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 | $36,871 | $160,040-77.0% | $147,096-74.9% | $145,877-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,517 | $5,289-33.5% | $4,936-28.8% | $4,663-24.6% |
| Participant deferral / active EE | $10,903 | $8,429+29.4% | $8,071+35.1% | $6,691+63.0% |
| Admin fee / account holder | $457 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |