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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 | $14,949 | $102,595-85.4% | $94,057-84.1% | $154,746-90.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 25.12% | 583.42%-558.3pp | 480.62%-455.5pp | 172.34%-147.2pp |
| Employer contribution / active EE | $2,709 | $3,147-13.9% | $2,933-7.6% | $4,379-38.1% |
| Participant deferral / active EE | $7,902 | $5,118+54.4% | $4,709+67.8% | $6,730+17.4% |
| Admin fee / account holder | $4,472 | $7,736-42.2% | $7,244-38.3% | $14,365-68.9% |