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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 | $159,934-81.5% | $147,005-79.9% | $145,959-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,371 | $5,287-36.2% | $4,934-31.7% | $4,661-27.7% |
| Participant deferral / active EE | $7,327 | $8,427-13.1% | $8,070-9.2% | $6,689+9.6% |
| Admin fee / account holder | $2,009 | $15,053-86.7% | $13,006-84.6% | $13,398-85.0% |