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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 | $35,022 | $102,595-65.9% | $94,057-62.8% | $154,746-77.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.53% | 583.42%-570.9pp | 480.62%-468.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $2,407 | $3,147-23.5% | $2,933-17.9% | $4,379-45.0% |
| Participant deferral / active EE | $4,270 | $5,118-16.6% | $4,709-9.3% | $6,730-36.6% |
| Admin fee / account holder | $15,950 | $7,736+106.2% | $7,244+120.2% | $14,365+11.0% |