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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 | $32,430 | $152,587-78.7% | $125,175-74.1% | $152,870-78.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.38% | 54.84%-41.5pp | 43.79%-30.4pp | 345.34%-332.0pp |
| Employer contribution / active EE | $5,248 | $4,946+6.1% | $3,865+35.8% | $4,763+10.2% |
| Participant deferral / active EE | $7,548 | $5,868+28.6% | $4,937+52.9% | $5,850+29.0% |
| Admin fee / account holder | $25,891 | $13,434+92.7% | $9,702+166.9% | $11,597+123.3% |