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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 | $22,329 | $148,582-85.0% | $135,942-83.6% | $139,456-84.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 250.05% | 79.26%+170.8pp | 68.28%+181.8pp | 373.45%-123.4pp |
| Employer contribution / active EE | $1,937 | $5,245-63.1% | $4,858-60.1% | $4,753-59.3% |
| Participant deferral / active EE | $7,019 | $8,101-13.4% | $7,759-9.5% | $6,711+4.6% |
| Admin fee / account holder | $1,456 | $12,402-88.3% | $10,764-86.5% | $11,407-87.2% |