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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 | $21,458 | $109,967-80.5% | $97,197-77.9% | $145,877-85.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.80% | 244.27%-224.5pp | 75.47%-55.7pp | 551.28%-531.5pp |
| Employer contribution / active EE | $3,306 | $3,077+7.5% | $2,723+21.4% | $4,663-29.1% |
| Participant deferral / active EE | $4,132 | $4,676-11.6% | $4,263-3.1% | $6,691-38.2% |
| Admin fee / account holder | $723 | $6,199-88.3% | $5,637-87.2% | $13,402-94.6% |