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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 | $19,617 | $159,978-87.7% | $147,041-86.7% | $145,978-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.36%-85.9pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,753 | $5,288-66.9% | $4,935-64.5% | $4,662-62.4% |
| Participant deferral / active EE | $7,256 | $8,429-13.9% | $8,071-10.1% | $6,690+8.5% |
| Admin fee / account holder | $17,539 | $15,053+16.5% | $13,006+34.8% | $13,400+30.9% |