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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 | $23,207 | $160,040-85.5% | $147,096-84.2% | $145,877-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,921 | $5,289-63.7% | $4,936-61.1% | $4,663-58.8% |
| Participant deferral / active EE | $3,525 | $8,429-58.2% | $8,071-56.3% | $6,691-47.3% |
| Admin fee / account holder | $5,257 | $15,050-65.1% | $13,005-59.6% | $13,402-60.8% |