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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 | $52,731 | $160,070-67.1% | $147,117-64.2% | $145,897-63.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 98.69%-79.4pp | 420.54%-401.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,240 | $5,285-57.6% | $4,932-54.6% | $4,663-52.0% |
| Participant deferral / active EE | $5,130 | $8,419-39.1% | $8,065-36.4% | $6,689-23.3% |
| Admin fee / account holder | $1,114 | $15,035-92.6% | $12,993-91.4% | $13,390-91.7% |