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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 | $18,106 | $160,040-88.7% | $147,096-87.7% | $145,877-87.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 44.93% | 98.49%-53.6pp | 419.75%-374.8pp | 551.28%-506.3pp |
| Employer contribution / active EE | $4,982 | $5,289-5.8% | $4,936+0.9% | $4,663+6.8% |
| Participant deferral / active EE | $8,300 | $8,429-1.5% | $8,071+2.8% | $6,691+24.1% |
| Admin fee / account holder | $1,785 | $15,050-88.1% | $13,005-86.3% | $13,402-86.7% |