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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 | $28,066 | $138,076-79.7% | $123,553-77.3% | $135,380-79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.17% | 153.70%-151.5pp | 119.21%-117.0pp | 519.81%-517.6pp |
| Employer contribution / active EE | $2,863 | $5,152-44.4% | $4,628-38.1% | $4,779-40.1% |
| Participant deferral / active EE | $7,130 | $6,800+4.9% | $6,426+11.0% | $5,609+27.1% |
| Admin fee / account holder | $17,209 | $10,917+57.6% | $9,284+85.3% | $10,828+58.9% |