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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 | $32,944 | $149,040-77.9% | $120,225-72.6% | $137,256-76.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.71% | 605.68%-589.0pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,597 | $4,350-40.3% | $3,475-25.3% | $4,156-37.5% |
| Participant deferral / active EE | $3,632 | $4,655-22.0% | $3,999-9.2% | $6,407-43.3% |
| Admin fee / account holder | $1,812 | $6,348-71.4% | $5,696-68.2% | $12,270-85.2% |