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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 | $33,017 | $209,422-84.2% | $178,503-81.5% | $158,982-79.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.43% | 188.81%-177.4pp | 151.12%-139.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $1,303 | $5,707-77.2% | $5,011-74.0% | $4,763-72.6% |
| Participant deferral / active EE | $2,811 | $5,955-52.8% | $5,202-46.0% | $5,983-53.0% |
| Admin fee / account holder | $4,286 | $17,079-74.9% | $13,987-69.4% | $11,252-61.9% |