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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 | $32,910 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,300 | $5,289-18.7% | $4,936-12.9% | $4,663-7.8% |
| Participant deferral / active EE | $7,661 | $8,429-9.1% | $8,071-5.1% | $6,691+14.5% |
| Admin fee / account holder | $3,936 | $15,050-73.8% | $13,005-69.7% | $13,402-70.6% |