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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 | $37,844 | $110,039-65.6% | $97,260-61.1% | $145,884-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.37% | 244.44%-220.1pp | 75.54%-51.2pp | 551.85%-527.5pp |
| Employer contribution / active EE | $2,857 | $3,074-7.1% | $2,721+5.0% | $4,662-38.7% |
| Participant deferral / active EE | $1,575 | $4,674-66.3% | $4,262-63.0% | $6,690-76.5% |
| Admin fee / account holder | $13,818 | $6,204+122.7% | $5,640+145.0% | $13,392+3.2% |