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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 | $160,040-80.8% | $147,096-79.1% | $145,877-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.66% | 98.49%-82.8pp | 419.75%-404.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $4,970 | $5,289-6.0% | $4,936+0.7% | $4,663+6.6% |
| Participant deferral / active EE | $6,688 | $8,429-20.6% | $8,071-17.1% | $6,6910% |
| Admin fee / account holder | $5,482 | $15,050-63.6% | $13,005-57.8% | $13,402-59.1% |