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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 | $24,279 | $160,040-84.8% | $147,096-83.5% | $145,877-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.07% | 98.49%-79.4pp | 419.75%-400.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $4,516 | $5,289-14.6% | $4,936-8.5% | $4,663-3.1% |
| Participant deferral / active EE | $13,186 | $8,429+56.4% | $8,071+63.4% | $6,691+97.1% |
| Admin fee / account holder | $1,914 | $15,050-87.3% | $13,005-85.3% | $13,402-85.7% |