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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 | $22,428 | $175,231-87.2% | $149,696-85.0% | $139,466-83.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.71% | 166.77%-131.1pp | 134.46%-98.7pp | 373.66%-338.0pp |
| Employer contribution / active EE | $1,839 | $5,478-66.4% | $4,821-61.8% | $4,754-61.3% |
| Participant deferral / active EE | $2,781 | $6,521-57.4% | $5,682-51.1% | $6,712-58.6% |
| Admin fee / account holder | $1,005 | $16,155-93.8% | $13,212-92.4% | $11,409-91.2% |