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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 | $29,335 | $175,231-83.3% | $149,696-80.4% | $139,466-79.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,811 | $5,478-48.7% | $4,821-41.7% | $4,754-40.9% |
| Participant deferral / active EE | $7,707 | $6,521+18.2% | $5,682+35.6% | $6,712+14.8% |
| Admin fee / account holder | $3,272 | $16,155-79.7% | $13,212-75.2% | $11,409-71.3% |