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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 | $29,977 | $175,257-82.9% | $149,717-80.0% | $139,456-78.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $3,229 | $5,477-41.0% | $4,820-33.0% | $4,753-32.1% |
| Participant deferral / active EE | $3,728 | $6,521-42.8% | $5,682-34.4% | $6,711-44.5% |
| Admin fee / account holder | $4,098 | $16,156-74.6% | $13,213-69.0% | $11,407-64.1% |