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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 | $19,895 | $105,145-81.1% | $94,664-79.0% | $139,466-85.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.99% | 38.09%-11.1pp | 156.84%-129.9pp | 373.66%-346.7pp |
| Employer contribution / active EE | $4,102 | $4,107-0.1% | $3,673+11.7% | $4,754-13.7% |
| Participant deferral / active EE | $14,833 | $7,599+95.2% | $7,417+100.0% | $6,712+121.0% |
| Admin fee / account holder | $973 | $8,972-89.2% | $7,222-86.5% | $11,409-91.5% |