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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 | $34,701 | $160,028-78.3% | $147,080-76.4% | $145,884-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,270 | $5,286-38.1% | $4,933-33.7% | $4,662-29.9% |
| Participant deferral / active EE | $6,255 | $8,422-25.7% | $8,066-22.4% | $6,690-6.5% |
| Admin fee / account holder | $329 | $15,030-97.8% | $12,989-97.5% | $13,392-97.5% |