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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 | $25,450 | $160,040-84.1% | $147,096-82.7% | $145,877-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.18% | 98.49%-77.3pp | 419.75%-398.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,328 | $5,289-74.9% | $4,936-73.1% | $4,663-71.5% |
| Participant deferral / active EE | $4,422 | $8,429-47.5% | $8,071-45.2% | $6,691-33.9% |
| Admin fee / account holder | $990 | $15,050-93.4% | $13,005-92.4% | $13,402-92.6% |