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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 | $57,908 | $160,028-63.8% | $147,080-60.6% | $145,884-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.77% | 98.60%-72.8pp | 420.17%-394.4pp | 551.85%-526.1pp |
| Employer contribution / active EE | $1,350 | $5,286-74.5% | $4,933-72.6% | $4,662-71.0% |
| Participant deferral / active EE | $11,232 | $8,422+33.4% | $8,066+39.2% | $6,690+67.9% |
| Admin fee / account holder | $2,839 | $15,030-81.1% | $12,989-78.1% | $13,392-78.8% |