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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 | $33,987 | $160,040-78.8% | $147,096-76.9% | $145,877-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,109 | $5,289+34.4% | $4,936+44.0% | $4,663+52.5% |
| Participant deferral / active EE | $36,204 | $8,429+329.5% | $8,071+348.6% | $6,691+441.1% |
| Admin fee / account holder | $9,199 | $15,050-38.9% | $13,005-29.3% | $13,402-31.4% |