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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 | $19,906 | $160,040-87.6% | $147,096-86.5% | $145,877-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.30% | 98.49%-72.2pp | 419.75%-393.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $2,930 | $5,289-44.6% | $4,936-40.6% | $4,663-37.2% |
| Participant deferral / active EE | $8,497 | $8,429+0.8% | $8,071+5.3% | $6,691+27.0% |
| Admin fee / account holder | $846 | $15,050-94.4% | $13,005-93.5% | $13,402-93.7% |