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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 | $23,293 | $160,040-85.4% | $147,096-84.2% | $145,877-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,485 | $5,289-53.0% | $4,936-49.6% | $4,663-46.7% |
| Participant deferral / active EE | $3,106 | $8,429-63.2% | $8,071-61.5% | $6,691-53.6% |
| Admin fee / account holder | $349 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |