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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 | $23,474 | $160,040-85.3% | $147,096-84.0% | $145,877-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $10,580 | $5,289+100.0% | $4,936+114.3% | $4,663+126.9% |
| Participant deferral / active EE | $14,015 | $8,429+66.3% | $8,071+73.6% | $6,691+109.5% |
| Admin fee / account holder | $8,476 | $15,050-43.7% | $13,005-34.8% | $13,402-36.8% |