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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 | $22,153 | $159,934-86.1% | $147,005-84.9% | $145,959-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.12% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $1,600 | $5,287-69.7% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $10,400 | $8,427+23.4% | $8,070+28.9% | $6,689+55.5% |
| Admin fee / account holder | $18,500 | $15,053+22.9% | $13,006+42.2% | $13,398+38.1% |