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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 | $32,023 | $159,978-80.0% | $147,041-78.2% | $145,978-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.36%-81.0pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $4,982 | $5,288-5.8% | $4,935+0.9% | $4,662+6.9% |
| Participant deferral / active EE | $5,993 | $8,429-28.9% | $8,071-25.7% | $6,690-10.4% |
| Admin fee / account holder | $820 | $15,053-94.6% | $13,006-93.7% | $13,400-93.9% |