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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 | $33,150 | $160,040-79.3% | $147,096-77.5% | $145,877-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,918 | $5,289-44.8% | $4,936-40.9% | $4,663-37.4% |
| Participant deferral / active EE | $7,692 | $8,429-8.7% | $8,071-4.7% | $6,691+15.0% |
| Admin fee / account holder | $9,251 | $15,050-38.5% | $13,005-28.9% | $13,402-31.0% |