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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 | $57,107 | $160,028-64.3% | $147,080-61.2% | $145,884-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,463 | $5,286-72.3% | $4,933-70.3% | $4,662-68.6% |
| Participant deferral / active EE | $5,661 | $8,422-32.8% | $8,066-29.8% | $6,690-15.4% |
| Admin fee / account holder | $380 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |