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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 | $66,595 | $160,028-58.4% | $147,080-54.7% | $145,884-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.80% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,543 | $5,286-70.8% | $4,933-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $22,359 | $8,422+165.5% | $8,066+177.2% | $6,690+234.2% |
| Admin fee / account holder | $1,203 | $15,030-92.0% | $12,989-90.7% | $13,392-91.0% |