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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 | $32,464 | $102,595-68.4% | $94,057-65.5% | $154,746-79.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.11% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,670 | $3,147-15.2% | $2,933-9.0% | $4,379-39.0% |
| Participant deferral / active EE | $3,900 | $5,118-23.8% | $4,709-17.2% | $6,730-42.1% |
| Admin fee / account holder | $355 | $7,736-95.4% | $7,244-95.1% | $14,365-97.5% |