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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 | $18,987 | $160,028-88.1% | $147,080-87.1% | $145,884-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 77.31% | 98.60%-21.3pp | 420.17%-342.9pp | 551.85%-474.5pp |
| Employer contribution / active EE | $1,380 | $5,286-73.9% | $4,933-72.0% | $4,662-70.4% |
| Participant deferral / active EE | $5,310 | $8,422-36.9% | $8,066-34.2% | $6,690-20.6% |
| Admin fee / account holder | $757 | $15,030-95.0% | $12,989-94.2% | $13,392-94.3% |