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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 | $19,178 | $160,070-88.0% | $147,117-87.0% | $145,897-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.41% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $2,636 | $5,285-50.1% | $4,932-46.6% | $4,663-43.5% |
| Participant deferral / active EE | $12,883 | $8,419+53.0% | $8,065+59.7% | $6,689+92.6% |
| Admin fee / account holder | $1,889 | $15,035-87.4% | $12,993-85.5% | $13,390-85.9% |