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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 | $27,385 | $160,070-82.9% | $147,117-81.4% | $145,897-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $8,152 | $5,285+54.3% | $4,932+65.3% | $4,663+74.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,067 | $15,035-79.6% | $12,993-76.4% | $13,390-77.1% |