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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 | $102,384 | $160,028-36.0% | $147,080-30.4% | $145,884-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 98.60%-86.4pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,765 | $5,286-47.7% | $4,933-44.0% | $4,662-40.7% |
| Participant deferral / active EE | $12,392 | $8,422+47.1% | $8,066+53.6% | $6,690+85.2% |
| Admin fee / account holder | $338 | $15,030-97.8% | $12,989-97.4% | $13,392-97.5% |