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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 | $32,526 | $160,070-79.7% | $147,117-77.9% | $145,897-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.30% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,743 | $5,285-29.2% | $4,932-24.1% | $4,663-19.7% |
| Participant deferral / active EE | $6,220 | $8,419-26.1% | $8,065-22.9% | $6,689-7.0% |
| Admin fee / account holder | $4,395 | $15,035-70.8% | $12,993-66.2% | $13,390-67.2% |