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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 | $36,343 | $160,070-77.3% | $147,117-75.3% | $145,897-75.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.66% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,773 | $5,285-47.5% | $4,932-43.8% | $4,663-40.5% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $931 | $15,035-93.8% | $12,993-92.8% | $13,390-93.0% |