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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 | $28,233 | $226,105-87.5% | $182,540-84.5% | $152,897-81.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 43.76% | 192.58%-148.8pp | 148.58%-104.8pp | 345.43%-301.7pp |
| Employer contribution / active EE | $1,287 | $4,978-74.1% | $4,076-68.4% | $4,764-73.0% |
| Participant deferral / active EE | $2,608 | $6,370-59.1% | $5,525-52.8% | $5,851-55.4% |
| Admin fee / account holder | $1,758 | $10,706-83.6% | $8,593-79.5% | $11,599-84.8% |