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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 | $30,690 | $160,070-80.8% | $147,117-79.1% | $145,897-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.66% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $4,970 | $5,285-6.0% | $4,932+0.8% | $4,663+6.6% |
| Participant deferral / active EE | $6,688 | $8,419-20.6% | $8,065-17.1% | $6,6890% |
| Admin fee / account holder | $5,482 | $15,035-63.5% | $12,993-57.8% | $13,390-59.1% |