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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 | $25,806 | $159,934-83.9% | $147,005-82.4% | $145,959-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.62% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,450 | $5,287-53.7% | $4,934-50.4% | $4,661-47.4% |
| Participant deferral / active EE | $4,162 | $8,427-50.6% | $8,070-48.4% | $6,689-37.8% |
| Admin fee / account holder | $1,337 | $15,053-91.1% | $13,006-89.7% | $13,398-90.0% |