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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 | $26,205 | $159,978-83.6% | $147,041-82.2% | $145,978-82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,796 | $5,288-28.2% | $4,935-23.1% | $4,662-18.6% |
| Participant deferral / active EE | $6,368 | $8,429-24.5% | $8,071-21.1% | $6,690-4.8% |
| Admin fee / account holder | $1,866 | $15,053-87.6% | $13,006-85.7% | $13,400-86.1% |