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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 | $29,602 | $160,070-81.5% | $147,117-79.9% | $145,897-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,371 | $5,285-36.2% | $4,932-31.7% | $4,663-27.7% |
| Participant deferral / active EE | $7,327 | $8,419-13.0% | $8,065-9.1% | $6,689+9.5% |
| Admin fee / account holder | $2,009 | $15,035-86.6% | $12,993-84.5% | $13,390-85.0% |