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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 | $26,905 | $160,028-83.2% | $147,080-81.7% | $145,884-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.18% | 98.60%-71.4pp | 420.17%-393.0pp | 551.85%-524.7pp |
| Employer contribution / active EE | $2,312 | $5,286-56.3% | $4,933-53.1% | $4,662-50.4% |
| Participant deferral / active EE | $7,278 | $8,422-13.6% | $8,066-9.8% | $6,690+8.8% |
| Admin fee / account holder | $500 | $15,030-96.7% | $12,989-96.2% | $13,392-96.3% |