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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 | $24,885 | $159,978-84.4% | $147,041-83.1% | $145,978-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.41% | 98.36%-63.0pp | 419.21%-383.8pp | 550.52%-515.1pp |
| Employer contribution / active EE | $6,907 | $5,288+30.6% | $4,935+40.0% | $4,662+48.2% |
| Participant deferral / active EE | $14,545 | $8,429+72.6% | $8,071+80.2% | $6,690+117.4% |
| Admin fee / account holder | $8,350 | $15,053-44.5% | $13,006-35.8% | $13,400-37.7% |