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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 | $160,070-83.9% | $147,117-82.5% | $145,897-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.62% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,450 | $5,285-53.6% | $4,932-50.3% | $4,663-47.5% |
| Participant deferral / active EE | $4,162 | $8,419-50.6% | $8,065-48.4% | $6,689-37.8% |
| Admin fee / account holder | $1,337 | $15,035-91.1% | $12,993-89.7% | $13,390-90.0% |