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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 | $32,898 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,072 | $5,289-23.0% | $4,936-17.5% | $4,663-12.7% |
| Participant deferral / active EE | $6,119 | $8,429-27.4% | $8,071-24.2% | $6,691-8.5% |
| Admin fee / account holder | $2,944 | $15,050-80.4% | $13,005-77.4% | $13,402-78.0% |