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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 | $22,822 | $160,070-85.7% | $147,117-84.5% | $145,897-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,792 | $5,285-28.2% | $4,932-23.1% | $4,663-18.7% |
| Participant deferral / active EE | $4,840 | $8,419-42.5% | $8,065-40.0% | $6,689-27.6% |
| Admin fee / account holder | $2,927 | $15,035-80.5% | $12,993-77.5% | $13,390-78.1% |