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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 | $31,965 | $110,039-71.0% | $97,260-67.1% | $145,884-78.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.74% | 244.44%-231.7pp | 75.54%-62.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $960 | $3,074-68.8% | $2,721-64.7% | $4,662-79.4% |
| Participant deferral / active EE | $4,773 | $4,674+2.1% | $4,262+12.0% | $6,690-28.6% |
| Admin fee / account holder | $1,575 | $6,204-74.6% | $5,640-72.1% | $13,392-88.2% |