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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 | $30,477 | $160,070-81.0% | $147,117-79.3% | $145,897-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.99% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $4,183 | $5,285-20.8% | $4,932-15.2% | $4,663-10.3% |
| Participant deferral / active EE | $8,093 | $8,419-3.9% | $8,065+0.4% | $6,689+21.0% |
| Admin fee / account holder | $19,089 | $15,035+27.0% | $12,993+46.9% | $13,390+42.6% |