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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 | $28,989 | $160,040-81.9% | $147,096-80.3% | $145,877-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.36% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,438 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $2,745 | $8,429-67.4% | $8,071-66.0% | $6,691-59.0% |
| Admin fee / account holder | $1,306 | $15,050-91.3% | $13,005-90.0% | $13,402-90.3% |