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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 | $37,845 | $160,028-76.4% | $147,080-74.3% | $145,884-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.10% | 98.60%-64.5pp | 420.17%-386.1pp | 551.85%-517.8pp |
| Employer contribution / active EE | $4,120 | $5,286-22.0% | $4,933-16.5% | $4,662-11.6% |
| Participant deferral / active EE | $14,922 | $8,422+77.2% | $8,066+85.0% | $6,690+123.1% |
| Admin fee / account holder | $1,022 | $15,030-93.2% | $12,989-92.1% | $13,392-92.4% |