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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 | $30,711 | $144,130-78.7% | $117,861-73.9% | $147,586-79.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.56% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,930 | $4,897-40.2% | $3,786-22.6% | $4,876-39.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,556 | $10,887-30.6% | $8,021-5.8% | $10,886-30.6% |