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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 | $30,352 | $132,099-77.0% | $115,599-73.7% | $138,895-78.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 20.67% | 176.76%-156.1pp | 111.10%-90.4pp | 145.39%-124.7pp |
| Employer contribution / active EE | $4,292 | $3,416+25.7% | $2,955+45.2% | $4,194+2.3% |
| Participant deferral / active EE | $7,163 | $5,617+27.5% | $4,889+46.5% | $6,396+12.0% |
| Admin fee / account holder | $1,374 | $15,650-91.2% | $12,841-89.3% | $12,562-89.1% |