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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 | $24,868 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.66% | 98.49%-66.8pp | 419.75%-388.1pp | 551.28%-519.6pp |
| Employer contribution / active EE | $3,550 | $5,289-32.9% | $4,936-28.1% | $4,663-23.9% |
| Participant deferral / active EE | $8,466 | $8,429+0.4% | $8,071+4.9% | $6,691+26.5% |
| Admin fee / account holder | $635 | $15,050-95.8% | $13,005-95.1% | $13,402-95.3% |