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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 | $160,040-76.4% | $147,096-74.3% | $145,877-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.46% | 98.49%-75.0pp | 419.75%-396.3pp | 551.28%-527.8pp |
| Employer contribution / active EE | $8,458 | $5,289+59.9% | $4,936+71.4% | $4,663+81.4% |
| Participant deferral / active EE | $17,439 | $8,429+106.9% | $8,071+116.1% | $6,691+160.6% |
| Admin fee / account holder | $5,009 | $15,050-66.7% | $13,005-61.5% | $13,402-62.6% |