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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 | $23,184 | $160,040-85.5% | $147,096-84.2% | $145,877-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $7,394 | $5,289+39.8% | $4,936+49.8% | $4,663+58.6% |
| Participant deferral / active EE | $25,320 | $8,429+200.4% | $8,071+213.7% | $6,691+278.4% |
| Admin fee / account holder | $1,278 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |