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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 | $32,976 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.14% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $3,076 | $5,289-41.9% | $4,936-37.7% | $4,663-34.0% |
| Participant deferral / active EE | $6,505 | $8,429-22.8% | $8,071-19.4% | $6,691-2.8% |
| Admin fee / account holder | $1,558 | $15,050-89.7% | $13,005-88.0% | $13,402-88.4% |