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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 | $28,712 | $112,112-74.4% | $95,956-70.1% | $158,950-81.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.39% | 171.15%-158.8pp | 91.63%-79.2pp | 302.91%-290.5pp |
| Employer contribution / active EE | $2,969 | $3,199-7.2% | $2,541+16.8% | $4,762-37.7% |
| Participant deferral / active EE | $2,623 | $4,784-45.2% | $4,167-37.0% | $5,983-56.2% |
| Admin fee / account holder | $14,605 | $10,134+44.1% | $6,797+114.9% | $11,248+29.8% |