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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 | $37,763 | $160,028-76.4% | $147,080-74.3% | $145,884-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.46% | 98.60%-75.1pp | 420.17%-396.7pp | 551.85%-528.4pp |
| Employer contribution / active EE | $8,458 | $5,286+60.0% | $4,933+71.4% | $4,662+81.4% |
| Participant deferral / active EE | $17,439 | $8,422+107.1% | $8,066+116.2% | $6,690+160.7% |
| Admin fee / account holder | $5,009 | $15,030-66.7% | $12,989-61.4% | $13,392-62.6% |