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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 | $29,613 | $160,040-81.5% | $147,096-79.9% | $145,877-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,548 | $5,289-51.8% | $4,936-48.4% | $4,663-45.4% |
| Participant deferral / active EE | $10,952 | $8,429+29.9% | $8,071+35.7% | $6,691+63.7% |
| Admin fee / account holder | $3,460 | $15,050-77.0% | $13,005-73.4% | $13,402-74.2% |