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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 | $34,090 | $160,028-78.7% | $147,080-76.8% | $145,884-76.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $4,080 | $5,286-22.8% | $4,933-17.3% | $4,662-12.5% |
| Participant deferral / active EE | $12,777 | $8,422+51.7% | $8,066+58.4% | $6,690+91.0% |
| Admin fee / account holder | $657 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |