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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 | $34,080 | $160,070-78.7% | $147,117-76.8% | $145,897-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,036 | $5,285-4.7% | $4,932+2.1% | $4,663+8.0% |
| Participant deferral / active EE | $4,898 | $8,419-41.8% | $8,065-39.3% | $6,689-26.8% |
| Admin fee / account holder | $1,067 | $15,035-92.9% | $12,993-91.8% | $13,390-92.0% |