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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 | $34,981 | $103,038-66.1% | $90,324-61.3% | $152,909-77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.12% | 95.25%-80.1pp | 78.15%-63.0pp | 345.46%-330.3pp |
| Employer contribution / active EE | $3,496 | $3,141+11.3% | $2,856+22.4% | $4,764-26.6% |
| Participant deferral / active EE | $4,293 | $4,282+0.2% | $3,885+10.5% | $5,851-26.6% |
| Admin fee / account holder | $8,648 | $6,177+40.0% | $5,356+61.5% | $11,601-25.5% |