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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 | $31,820 | $166,242-80.9% | $165,071-80.7% | $145,884-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.14% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,170 | $5,283-77.9% | $4,347-73.1% | $4,662-74.9% |
| Participant deferral / active EE | $3,750 | $6,964-46.2% | $6,035-37.9% | $6,690-43.9% |
| Admin fee / account holder | $693 | $16,658-95.8% | $12,695-94.5% | $13,392-94.8% |