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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 | $28,032 | $160,040-82.5% | $147,096-80.9% | $145,877-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,989 | $5,289-62.4% | $4,936-59.7% | $4,663-57.3% |
| Participant deferral / active EE | $6,495 | $8,429-22.9% | $8,071-19.5% | $6,691-2.9% |
| Admin fee / account holder | $514 | $15,050-96.6% | $13,005-96.0% | $13,402-96.2% |