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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 | $30,939 | $160,028-80.7% | $147,080-79.0% | $145,884-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.17% | 98.60%-75.4pp | 420.17%-397.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $2,737 | $5,286-48.2% | $4,933-44.5% | $4,662-41.3% |
| Participant deferral / active EE | $20,338 | $8,422+141.5% | $8,066+152.1% | $6,690+204.0% |
| Admin fee / account holder | $938,810 | $15,030+6146.2% | $12,989+7127.8% | $13,392+6910.3% |