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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 | $28,026 | $160,028-82.5% | $147,080-80.9% | $145,884-80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,881 | $5,286-64.4% | $4,933-61.9% | $4,662-59.7% |
| Participant deferral / active EE | $5,202 | $8,422-38.2% | $8,066-35.5% | $6,690-22.2% |
| Admin fee / account holder | $571 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |