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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 | $34,798 | $175,231-80.1% | $149,696-76.8% | $139,466-75.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.67% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $5,486 | $5,478+0.1% | $4,821+13.8% | $4,754+15.4% |
| Participant deferral / active EE | $3,630 | $6,521-44.3% | $5,682-36.1% | $6,712-45.9% |
| Admin fee / account holder | $8,016 | $16,155-50.4% | $13,212-39.3% | $11,409-29.7% |