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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 | $38,436 | $160,040-76.0% | $147,096-73.9% | $145,877-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.73% | 98.49%-73.8pp | 419.75%-395.0pp | 551.28%-526.6pp |
| Employer contribution / active EE | $3,066 | $5,289-42.0% | $4,936-37.9% | $4,663-34.3% |
| Participant deferral / active EE | $7,060 | $8,429-16.2% | $8,071-12.5% | $6,691+5.5% |
| Admin fee / account holder | $350 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |