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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 | $17,734 | $160,040-88.9% | $147,096-87.9% | $145,877-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.34% | 98.49%-67.2pp | 419.75%-388.4pp | 551.28%-519.9pp |
| Employer contribution / active EE | $2,931 | $5,289-44.6% | $4,936-40.6% | $4,663-37.1% |
| Participant deferral / active EE | $3,897 | $8,429-53.8% | $8,071-51.7% | $6,691-41.8% |
| Admin fee / account holder | $872 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |