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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 | $20,027 | $160,070-87.5% | $147,117-86.4% | $145,897-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,819 | $5,285-65.6% | $4,932-63.1% | $4,663-61.0% |
| Participant deferral / active EE | $4,057 | $8,419-51.8% | $8,065-49.7% | $6,689-39.3% |
| Admin fee / account holder | $377 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |