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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 | $26,969 | $175,212-84.6% | $149,682-82.0% | $139,427-80.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.74% | 166.63%-149.9pp | 134.35%-117.6pp | 373.27%-356.5pp |
| Employer contribution / active EE | $3,000 | $5,475-45.2% | $4,818-37.7% | $4,752-36.9% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,030 | $16,150-6.9% | $13,210+13.8% | $11,404+31.8% |