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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 | $27,739 | $160,040-82.7% | $147,096-81.1% | $145,877-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $4,003 | $5,289-24.3% | $4,936-18.9% | $4,663-14.2% |
| Participant deferral / active EE | $8,495 | $8,429+0.8% | $8,071+5.3% | $6,691+27.0% |
| Admin fee / account holder | $1,383 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |