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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 | $29,209 | $176,120-83.4% | $159,487-81.7% | $167,553-82.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.69% | 331.95%-320.3pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $2,758 | $5,299-48.0% | $4,831-42.9% | $4,840-43.0% |
| Participant deferral / active EE | $11,212 | $7,752+44.6% | $7,354+52.5% | $6,343+76.8% |
| Admin fee / account holder | $1,563 | $12,561-87.6% | $10,804-85.5% | $12,316-87.3% |