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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 | $26,987 | $175,231-84.6% | $149,696-82.0% | $139,466-80.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,274 | $5,478-76.8% | $4,821-73.6% | $4,754-73.2% |
| Participant deferral / active EE | $2,076 | $6,521-68.2% | $5,682-63.5% | $6,712-69.1% |
| Admin fee / account holder | $4,179 | $16,155-74.1% | $13,212-68.4% | $11,409-63.4% |