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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 | $29,073 | $149,040-80.5% | $120,225-75.8% | $137,256-78.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.36% | 605.68%-593.3pp | 439.23%-426.9pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,553 | $4,350-64.3% | $3,475-55.3% | $4,156-62.6% |
| Participant deferral / active EE | $2,441 | $4,655-47.6% | $3,999-39.0% | $6,407-61.9% |
| Admin fee / account holder | $3,746 | $6,348-41.0% | $5,696-34.2% | $12,270-69.5% |