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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 | $21,624 | $160,028-86.5% | $147,080-85.3% | $145,884-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,832 | $5,286-27.5% | $4,933-22.3% | $4,662-17.8% |
| Participant deferral / active EE | $4,694 | $8,422-44.3% | $8,066-41.8% | $6,690-29.8% |
| Admin fee / account holder | $5,316 | $15,030-64.6% | $12,989-59.1% | $13,392-60.3% |