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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 | $33,246 | $160,040-79.2% | $147,096-77.4% | $145,877-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,212 | $5,289-39.3% | $4,936-34.9% | $4,663-31.1% |
| Participant deferral / active EE | $8,549 | $8,429+1.4% | $8,071+5.9% | $6,691+27.8% |
| Admin fee / account holder | $9,511 | $15,050-36.8% | $13,005-26.9% | $13,402-29.0% |