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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 | $59,758 | $160,040-62.7% | $147,096-59.4% | $145,877-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.64% | 98.49%-77.9pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,574 | $5,289-70.3% | $4,936-68.1% | $4,663-66.3% |
| Participant deferral / active EE | $12,361 | $8,429+46.7% | $8,071+53.2% | $6,691+84.8% |
| Admin fee / account holder | $1,903 | $15,050-87.4% | $13,005-85.4% | $13,402-85.8% |