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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 | $25,723 | $160,070-83.9% | $147,117-82.5% | $145,897-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,154 | $5,285-78.2% | $4,932-76.6% | $4,663-75.3% |
| Participant deferral / active EE | $9,800 | $8,419+16.4% | $8,065+21.5% | $6,689+46.5% |
| Admin fee / account holder | $49,356 | $15,035+228.3% | $12,993+279.9% | $13,390+268.6% |