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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 | $22,608 | $175,257-87.1% | $149,717-84.9% | $139,456-83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.99% | 166.70%-146.7pp | 134.41%-114.4pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,241 | $5,477-77.3% | $4,820-74.2% | $4,753-73.9% |
| Participant deferral / active EE | $3,324 | $6,521-49.0% | $5,682-41.5% | $6,711-50.5% |
| Admin fee / account holder | $1,189 | $16,156-92.6% | $13,213-91.0% | $11,407-89.6% |