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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 | $12,801 | $102,595-87.5% | $94,057-86.4% | $154,746-91.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.72% | 583.42%-558.7pp | 480.62%-455.9pp | 172.34%-147.6pp |
| Employer contribution / active EE | $3,243 | $3,147+3.0% | $2,933+10.6% | $4,379-25.9% |
| Participant deferral / active EE | $4,151 | $5,118-18.9% | $4,709-11.9% | $6,730-38.3% |
| Admin fee / account holder | $695 | $7,736-91.0% | $7,244-90.4% | $14,365-95.2% |