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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 | $38,293 | $160,040-76.1% | $147,096-74.0% | $145,877-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.70% | 98.49%-74.8pp | 419.75%-396.1pp | 551.28%-527.6pp |
| Employer contribution / active EE | $6,702 | $5,289+26.7% | $4,936+35.8% | $4,663+43.7% |
| Participant deferral / active EE | $16,973 | $8,429+101.4% | $8,071+110.3% | $6,691+153.7% |
| Admin fee / account holder | $1,605 | $15,050-89.3% | $13,005-87.7% | $13,402-88.0% |