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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 | $26,830 | $160,070-83.2% | $147,117-81.8% | $145,897-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,870 | $5,285-64.6% | $4,932-62.1% | $4,663-59.9% |
| Participant deferral / active EE | $5,262 | $8,419-37.5% | $8,065-34.7% | $6,689-21.3% |
| Admin fee / account holder | $810 | $15,035-94.6% | $12,993-93.8% | $13,390-93.9% |