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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 | $33,340 | $160,040-79.2% | $147,096-77.3% | $145,877-77.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,455 | $5,289-72.5% | $4,936-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $4,827 | $8,429-42.7% | $8,071-40.2% | $6,691-27.9% |
| Admin fee / account holder | $1,094 | $15,050-92.7% | $13,005-91.6% | $13,402-91.8% |