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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 | $160,028-88.9% | $147,080-87.9% | $145,884-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.34% | 98.60%-67.3pp | 420.17%-388.8pp | 551.85%-520.5pp |
| Employer contribution / active EE | $2,931 | $5,286-44.5% | $4,933-40.6% | $4,662-37.1% |
| Participant deferral / active EE | $3,897 | $8,422-53.7% | $8,066-51.7% | $6,690-41.7% |
| Admin fee / account holder | $872 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |