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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 | $23,495 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.76% | 98.24%-75.5pp | 418.76%-396.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $1,457 | $5,287-72.4% | $4,934-70.5% | $4,661-68.7% |
| Participant deferral / active EE | $3,261 | $8,427-61.3% | $8,070-59.6% | $6,689-51.2% |
| Admin fee / account holder | $1,897 | $15,053-87.4% | $13,006-85.4% | $13,398-85.8% |