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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 | $30,130 | $162,529-81.5% | $130,788-77.0% | $154,746-80.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.08% | 510.48%-497.4pp | 386.44%-373.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,425 | $4,447-68.0% | $3,558-59.9% | $4,379-67.5% |
| Participant deferral / active EE | $8,012 | $4,808+66.6% | $4,137+93.7% | $6,730+19.0% |
| Admin fee / account holder | $12,171 | $7,669+58.7% | $6,673+82.4% | $14,365-15.3% |