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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 | $27,798 | $102,595-72.9% | $94,057-70.4% | $154,746-82.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.69% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,408 | $3,147+8.3% | $2,933+16.2% | $4,379-22.2% |
| Participant deferral / active EE | $3,046 | $5,118-40.5% | $4,709-35.3% | $6,730-54.7% |
| Admin fee / account holder | $1,499 | $7,736-80.6% | $7,244-79.3% | $14,365-89.6% |