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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 | $31,226 | $217,432-85.6% | $185,851-83.2% | $167,553-81.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.63% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $3,693 | $5,874-37.1% | $5,168-28.5% | $4,840-23.7% |
| Participant deferral / active EE | $4,252 | $6,357-33.1% | $5,569-23.6% | $6,343-33.0% |
| Admin fee / account holder | $11,940 | $19,820-39.8% | $16,245-26.5% | $12,316-3.1% |