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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 | $12,801 | $72,071-82.2% | $68,368-81.3% | $137,256-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.72% | 353.14%-328.4pp | 292.57%-267.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,243 | $2,788+16.3% | $2,649+22.4% | $4,156-22.0% |
| Participant deferral / active EE | $4,151 | $4,410-5.9% | $4,123+0.7% | $6,407-35.2% |
| Admin fee / account holder | $695 | $5,336-87.0% | $5,150-86.5% | $12,270-94.3% |