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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 | $160,028-80.0% | $147,080-78.2% | $145,884-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 98.60%-81.3pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $4,982 | $5,286-5.8% | $4,933+1.0% | $4,662+6.8% |
| Participant deferral / active EE | $5,993 | $8,422-28.8% | $8,066-25.7% | $6,690-10.4% |
| Admin fee / account holder | $820 | $15,030-94.5% | $12,989-93.7% | $13,392-93.9% |