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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 | $29,485 | $176,120-83.3% | $159,487-81.5% | $167,553-82.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 331.95%-316.3pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $3,330 | $5,299-37.2% | $4,831-31.1% | $4,840-31.2% |
| Participant deferral / active EE | $4,259 | $7,752-45.1% | $7,354-42.1% | $6,343-32.9% |
| Admin fee / account holder | $551 | $12,561-95.6% | $10,804-94.9% | $12,316-95.5% |