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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 | $23,570 | $102,595-77.0% | $94,057-74.9% | $154,746-84.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.94% | 583.42%-571.5pp | 480.62%-468.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,306 | $3,147-26.7% | $2,933-21.4% | $4,379-47.3% |
| Participant deferral / active EE | $5,343 | $5,118+4.4% | $4,709+13.5% | $6,730-20.6% |
| Admin fee / account holder | $1,108 | $7,736-85.7% | $7,244-84.7% | $14,365-92.3% |