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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 | $26,423 | $160,040-83.5% | $147,096-82.0% | $145,877-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.17% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,557 | $5,289-51.7% | $4,936-48.2% | $4,663-45.2% |
| Participant deferral / active EE | $4,875 | $8,429-42.2% | $8,071-39.6% | $6,691-27.1% |
| Admin fee / account holder | $955 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |