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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 | $22,202 | $160,070-86.1% | $147,117-84.9% | $145,897-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.98% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,020 | $5,285-61.8% | $4,932-59.0% | $4,663-56.7% |
| Participant deferral / active EE | $2,864 | $8,419-66.0% | $8,065-64.5% | $6,689-57.2% |
| Admin fee / account holder | $5,006 | $15,035-66.7% | $12,993-61.5% | $13,390-62.6% |