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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 | $32,583 | $160,040-79.6% | $147,096-77.8% | $145,877-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.94% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,324 | $5,289-18.3% | $4,936-12.4% | $4,663-7.3% |
| Participant deferral / active EE | $5,300 | $8,429-37.1% | $8,071-34.3% | $6,691-20.8% |
| Admin fee / account holder | $19,944 | $15,050+32.5% | $13,005+53.4% | $13,402+48.8% |