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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 | $22,716 | $159,978-85.8% | $147,041-84.6% | $145,978-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 98.36%-84.5pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,376 | $5,288-55.1% | $4,935-51.9% | $4,662-49.0% |
| Participant deferral / active EE | $6,022 | $8,429-28.6% | $8,071-25.4% | $6,690-10.0% |
| Admin fee / account holder | $2,445 | $15,053-83.8% | $13,006-81.2% | $13,400-81.8% |