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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 | $81,999 | $160,040-48.8% | $147,096-44.3% | $145,877-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,270 | $5,289-57.1% | $4,936-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $6,100 | $8,429-27.6% | $8,071-24.4% | $6,691-8.8% |
| Admin fee / account holder | $368 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |