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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 | $35,491 | $160,028-77.8% | $147,080-75.9% | $145,884-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,802 | $5,286-47.0% | $4,933-43.2% | $4,662-39.9% |
| Participant deferral / active EE | $4,290 | $8,422-49.1% | $8,066-46.8% | $6,690-35.9% |
| Admin fee / account holder | $1,501 | $15,030-90.0% | $12,989-88.4% | $13,392-88.8% |