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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 | $30,057 | $108,942-72.4% | $100,415-70.1% | $145,897-79.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 58.27%-43.3pp | 49.47%-34.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,274 | $4,422+19.3% | $3,943+33.8% | $4,663+13.1% |
| Participant deferral / active EE | $9,042 | $8,461+6.9% | $8,091+11.8% | $6,689+35.2% |
| Admin fee / account holder | $17,805 | $9,702+83.5% | $7,906+125.2% | $13,390+33.0% |